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State Street SPDR S&P Dividend ETF

1,155 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 296 increasing their positions, 449 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $6.48M

9% more capital invested

Capital invested by funds: $8.45B → $9.23B (+$782M)

5% more funds holding

Funds holding: 1,1031,155 (+52)

0.64% more ownership

Funds ownership: 42.72%43.37% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

34% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 449

Holders
1,155
Holders Change
+52
Holders Change %
+4.71%
% of All Funds
16.59%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
108
Increased
296
Reduced
449
Closed
42
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
526
J.W. Burns & Co
New York
$800K -$20.2K -149 -3%
CCWM
527
Cassaday & Co Wealth Management
Virginia
$795K +$22.4K +166 +3%
GLA
528
Good Life Advisors
Pennsylvania
$794K -$4.6K -34 -0.6%
AWA
529
Arete Wealth Advisors
Illinois
$789K -$135K -1,001 -15%
PPP
530
Private Portfolio Partners
New Jersey
$788K -$30.4K -225 -4%
WS
531
Wedbush Securities
California
$779K -$107K -791 -13%
MWM
532
Meridian Wealth Management
Kentucky
$779K +$7.17K +53 +1%
CFP
533
Cascade Financial Partners
California
$773K +$40.6K +300 +6%
ACM
534
AlphaStar Capital Management
North Carolina
$772K -$21.5K -159 -3%
FSA
535
Financial Services Advisory
Maryland
$768K +$731K +5,404 New
GC
536
Grimes & Company
Massachusetts
$768K +$8.79K +65 +1%
GSIAS
537
Garden State Investment Advisory Services
New Jersey
$766K -$73.7K -545 -9%
Financial Engines Advisors
538
Financial Engines Advisors
California
$763K -$17.2K -127 -2%
EWM
539
Empirical Wealth Management
Washington
$762K -$69.6K -515 -9%
AP
540
Appleton Partners
Massachusetts
$754K
MPM
541
Meritage Portfolio Management
Kansas
$745K -$10.7K -79 -1%
MWM
542
Modera Wealth Management
New Jersey
$745K -$11.1K -82 -2%
CCP
543
Clarity Capital Partners
California
$743K +$54.2K +401 +8%
VWM
544
Venturi Wealth Management
Texas
$741K -$57.9K -428 -8%
RWM
545
Ritholtz Wealth Management
New York
$741K
BFA
546
Beaumont Financial Advisors
Massachusetts
$738K
AWM
547
Atticus Wealth Management
Florida
$736K +$3.92K +29 +0.6%
SI
548
Saxon Interests
Texas
$733K -$104K -767 -13%
CA
549
Cambridge Advisors
Nebraska
$731K
PCMC
550
Private Capital Management (Colorado)
Colorado
$726K

SDY Hedge Fund Activity: Q3 2024 in Review

1,155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2024, worth a combined $9.23B — up 9.3% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SDY positions and 42 closed out — a net gain of 66 holders — while 296 added to existing stakes and 449 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $158M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $45.5M sold.

  • 1,155 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2024, up from 1,103 in Q2 2024.
  • Funds reported $9.23B of State Street SPDR S&P Dividend ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 108 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2024 and 42 closed out, a net change of +66 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $158M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2024 was Nan Shan Life Insurance, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2024.