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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.92%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
526
Good Life Advisors
Pennsylvania
$715K +$50.1K +394 +8%
ACM
527
AlphaStar Capital Management
North Carolina
$711K +$92.6K +728 +15%
MG
528
Mather Group
Illinois
$708K +$275K +2,094 +63%
Financial Engines Advisors
529
Financial Engines Advisors
California
$699K +$66.9K +526 +11%
NWA
530
Navis Wealth Advisors
New York
$699K -$17.9K -141 -3%
Kovitz Investment Group Partners
531
Kovitz Investment Group Partners
Illinois
$698K +$33.2K +261 +5%
CCWM
532
Cassaday & Co Wealth Management
Virginia
$691K -$15.9K -125 -2%
MWM
533
Meridian Wealth Management
Kentucky
$690K +$690K +5,429 New
BBWP
534
Beacon Bridge Wealth Partners
Pennsylvania
$680K -$215K -1,690 -24%
GC
535
Grimes & Company
Massachusetts
$679K +$3.82K +30 +0.6%
MWM
536
Modera Wealth Management
New Jersey
$677K – – –
MPM
537
Meritage Portfolio Management
Kansas
$677K – – –
PFP
538
Paragon Financial Partners
California
$676K +$1.65K +13 +0.2%
AP
539
Appleton Partners
Massachusetts
$675K -$42.9K -337 -6%
AC
540
Addison Capital
Pennsylvania
$668K +$90.3K +710 +16%
ALC
541
Alexander Labrunerie & Co
Missouri
$665K -$3.56K -28 -0.5%
AWC
542
Adamsbrown Wealth Consultants
Kansas
$665K -$595K -4,679 -47%
RWM
543
Ritholtz Wealth Management
New York
$663K -$3.18K -25 -0.5%
BFA
544
Beaumont Financial Advisors
Massachusetts
$661K -$5.09K -40 -0.8%
PFM
545
Phillips Financial Management
Indiana
$660K -$5.98K -47 -0.9%
CFP
546
Cascade Financial Partners
California
$657K – – –
AWM
547
Atticus Wealth Management
Florida
$656K -$488K -3,836 -43%
CA
548
Cambridge Advisors
Nebraska
$654K – – –
PCMC
549
Private Capital Management (Colorado)
Colorado
$650K -$20.6K -162 -3%
KL
550
KWMG LLC
Kansas
$640K -$87.5K -688 -12%
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