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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 %
CCB
526
Country Club Bank
Missouri
$784K – – –
UBG
527
United Bank (Georgia)
Georgia
$783K -$15.1K -114 -2%
AG
528
Ascent Group
Virginia
$778K +$778K +5,887 New
PIAS
529
PCA Investment Advisory Services
Ohio
$770K +$3.17K +24 +0.4%
ICP
530
Interchange Capital Partners
Pennsylvania
$763K -$53K -401 -6%
LSAG
531
Lake Street Advisors Group
New Hampshire
$761K +$132 +1 +0%
RWM
532
Ritholtz Wealth Management
New York
$755K +$66.7K +505 +10%
BWM
533
Benchmark Wealth Management
Connecticut
$751K – – –
BFS
534
Bradley Foster & Sargent
Connecticut
$750K -$90.4K -684 -11%
LIA
535
LS Investment Advisors
Michigan
$748K – – –
GLA
536
Good Life Advisors
Pennsylvania
$748K +$10.4K +79 +1%
EWM
537
Empirical Wealth Management
Washington
$741K +$32.2K +244 +5%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$739K – – –
IA
539
Intellus Advisors
Florida
$739K +$739K +5,597 New
PPP
540
Private Portfolio Partners
New Jersey
$737K +$4.1K +31 +0.6%
PCA
541
Purkiss Capital Advisors
Connecticut
$735K +$735K +5,563 New
GPA
542
Garrison Point Advisors
California
$732K +$732K +5,545 New
CFP
543
Cascade Financial Partners
California
$731K +$8.72K +66 +1%
JWBC
544
J.W. Burns & Co
New York
$731K -$13.9K -105 -2%
MAM
545
MWA Asset Management
Massachusetts
$730K -$34.5K -261 -5%
WB
546
West Bancorporation
Iowa
$729K -$28.9K -219 -4%
MWM
547
Meridian Wealth Management
Kentucky
$728K +$3.7K +28 +0.5%
Charles Schwab
548
Charles Schwab
California
$724K +$724K +5,484 New
NW
549
NewEdge Wealth
Pennsylvania
$722K -$80.7K -611 -10%
GC
550
Grimes & Company
Massachusetts
$718K +$4.62K +35 +0.6%
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