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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
501
Peoples Bank (Ohio)
Ohio
$839K -$1.19K -9 -0.1%
BAM
502
Bosun Asset Management
Illinois
$839K – – –
FPGK
503
Financial Partners Group (Kansas)
Kansas
$839K -$6.74K -51 -0.8%
PP
504
Patron Partners
Texas
$835K -$161K -1,215 -16%
SWA
505
Stratos Wealth Advisors
Ohio
$828K -$6.74K -51 -0.8%
MA
506
MKT Advisors
California
$825K +$1.2K +9 +0.1%
FFA
507
Farther Finance Advisors
California
$818K +$228K +1,726 +39%
SG
508
StoneX Group
New York
$818K -$63K -477 -7%
PCMC
509
Private Capital Management (Colorado)
Colorado
$817K +$142K +1,076 +21%
NCFG
510
New Century Financial Group
New Jersey
$816K -$65.9K -500 -7%
TFG
511
Taylor Financial Group
Virginia
$816K -$2.77K -21 -0.3%
JWA
512
JFS Wealth Advisors
Pennsylvania
$815K -$141K -1,066 -15%
AM
513
AGF Management
Ontario, Canada
$814K – – –
CIA
514
Concurrent Investment Advisors
Florida
$814K +$203K +1,536 +33%
WCM Investment Management
515
WCM Investment Management
California
$813K +$813K +6,174 New
S
516
SignatureFD
Georgia
$813K +$793 +6 +0.1%
IWS
517
Integrity Wealth Solutions
Colorado
$804K -$8.46K -64 -1%
SYBT
518
Stock Yards Bank & Trust
Kentucky
$799K -$3.08M -23,340 -79%
AC
519
Addison Capital
Pennsylvania
$797K +$133K +1,009 +20%
GIA
520
Guyasuta Investment Advisors
Pennsylvania
$796K – – –
HFS
521
Heritage Financial Services
Massachusetts
$795K – – –
GFM
522
GEN Financial Management
Minnesota
$794K +$794K +6,009 New
GWS
523
Glassman Wealth Services
Virginia
$793K – – –
FCFC
524
First Commonwealth Financial Corp
Pennsylvania
$792K – – –
CWM
525
Calamos Wealth Management
Illinois
$787K -$13.2K -100 -2%
19 20
21
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