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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 %
RRA
551
Round Rock Advisors
Connecticut
$676K – – –
CA
552
Cambridge Advisors
Nebraska
$675K – – –
SIG
553
Spinnaker Investment Group
California
$671K -$411K -3,128 -38%
HGWM
554
Horst & Graben Wealth Management
Oregon
$667K -$65.1K -496 -9%
FFO
555
Fiduciary Family Office
Florida
$661K -$125K -956 -16%
EFG
556
Ehrlich Financial Group
California
$660K +$59.2K +451 +10%
CCG
557
Cypress Capital Group
Florida
$657K -$16.5K -126 -2%
RMCM
558
Reynders McVeigh Capital Management
Massachusetts
$653K -$42.3K -322 -6%
BI
559
Berkeley Inc
Idaho
$653K -$55K -419 -8%
Financial Engines Advisors
560
Financial Engines Advisors
California
$652K +$214K +1,628 +49%
CFP
561
Cascade Financial Partners
California
$651K +$651K +5,169 New
LSAG
562
Lake Street Advisors Group
New Hampshire
$644K +$39.5K +301 +7%
MCCP
563
Mission Creek Capital Partners
California
$639K -$5.25K -40 -0.8%
ACM
564
AlphaStar Capital Management
North Carolina
$638K +$3.28K +25 +0.5%
C
565
Certuity
Florida
$637K +$21.8K +166 +4%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$637K +$115K +876 +22%
BWM
567
BigSur Wealth Management
Florida
$637K – – –
GKWIM
568
Gerber Kawasaki Wealth & Investment Management
California
$633K -$249K -1,901 -28%
SAI
569
Systematic Alpha Investments
New Jersey
$630K – – –
BB
570
Busey Bank
Illinois
$626K +$413K +3,145 +193%
LA
571
LexAurum Advisors
Kansas
$626K +$3.15K +24 +0.5%
IAG
572
Investment Advisory Group
Massachusetts
$624K -$6.56K -50 -1%
OCM
573
One Capital Management
California
$624K +$359K +2,735 +135%
ST
574
Sageworth Trust
Pennsylvania
$619K -$23K -175 -4%
GTAM
575
Global Trust Asset Management
Florida
$618K -$2.63K -20 -0.4%
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