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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
526
Coldstream Capital Management
Washington
$758K -$29.7K -226 -4%
PPP
527
Private Portfolio Partners
New Jersey
$753K +$4.46K +34 +0.6%
GIA
528
Guyasuta Investment Advisors
Pennsylvania
$753K – – –
KL
529
KWMG LLC
Kansas
$751K -$19K -145 -2%
FHC
530
First Heartland Consultants
Missouri
$750K -$44K -335 -6%
BWM
531
Benchmark Wealth Management
Connecticut
$746K – – –
VWM
532
Venturi Wealth Management
Texas
$741K +$394 +3 +0.1%
AP
533
Appleton Partners
Massachusetts
$740K -$14.2K -108 -2%
NWA
534
Navis Wealth Advisors
New York
$739K +$54.6K +416 +8%
WS
535
Wedbush Securities
California
$736K +$71K +541 +11%
CCWM
536
Cassaday & Co Wealth Management
Virginia
$729K – – –
KWM
537
Kaydan Wealth Management
Michigan
$702K +$30.3K +231 +5%
CRC
538
Curi RMB Capital
Illinois
$701K +$407K +3,103 +139%
MWM
539
Modera Wealth Management
New Jersey
$699K -$6.56K -50 -0.9%
MPM
540
Meritage Portfolio Management
Kansas
$698K -$5.25K -40 -0.7%
GC
541
Grimes & Company
Massachusetts
$697K -$12.2K -93 -2%
PFP
542
Paragon Financial Partners
California
$696K +$120K +912 +21%
PCMC
543
Private Capital Management (Colorado)
Colorado
$692K +$1.58K +12 +0.2%
ALC
544
Alexander Labrunerie & Co
Missouri
$689K +$689K +5,255 New
RWM
545
Ritholtz Wealth Management
New York
$687K +$29.5K +225 +4%
BFA
546
Beaumont Financial Advisors
Massachusetts
$687K -$20.9K -159 -3%
PFM
547
Phillips Financial Management
Indiana
$687K -$16.1K -123 -2%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$686K +$686K +5,227 New
GLA
549
Good Life Advisors
Pennsylvania
$686K +$2.36K +18 +0.3%
GWS
550
Glassman Wealth Services
Virginia
$681K -$25.6K -195 -4%
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