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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 %
NCM
551
Noesis Capital Mangement
Florida
$640K -$155K -1,222 -20%
CCG
552
Cypress Capital Group
Florida
$636K – – –
APWA
553
Atlas Private Wealth Advisors
New Jersey
$636K +$149K +1,169 +30%
OP
554
ORG Partners
Indiana
$634K +$634K +5,034 New
Tudor Investment Corp
555
Tudor Investment Corp
Connecticut
$634K +$235K +1,845 +59%
KWM
556
Kaydan Wealth Management
Michigan
$633K -$47.2K -371 -7%
WIA
557
World Investment Advisors
California
$631K +$631K +4,959 New
BI
558
Berkeley Inc
Idaho
$622K -$11.2K -88 -2%
DAS
559
Diversify Advisory Services
Utah
$620K +$162K +1,280 +35%
FFO
560
Fiduciary Family Office
Florida
$617K -$22.8K -179 -4%
BWM
561
BigSur Wealth Management
Florida
$617K – – –
CCP
562
Clarity Capital Partners
California
$614K +$58.1K +457 +10%
HGWM
563
Horst & Graben Wealth Management
Oregon
$612K -$34.2K -269 -5%
SAI
564
Systematic Alpha Investments
New Jersey
$610K – – –
VFA
565
Valeo Financial Advisors
Indiana
$608K +$1.02K +8 +0.2%
GTAM
566
Global Trust Asset Management
Florida
$606K +$6.99K +55 +1%
Koshinski Asset Management
567
Koshinski Asset Management
Illinois
$606K +$87.4K +692 +17%
IAG
568
Investment Advisory Group
Massachusetts
$605K +$127 +1 +0%
AWM
569
AE Wealth Management
Kansas
$600K +$205K +1,612 +52%
RMCM
570
Reynders McVeigh Capital Management
Massachusetts
$600K -$32.2K -253 -5%
ST
571
Sageworth Trust
Pennsylvania
$600K – – –
DI
572
Disciplined Investments
Oklahoma
$591K -$5.09K -40 -0.9%
JCM
573
Jacobi Capital Management
Pennsylvania
$590K -$5.21K -41 -0.9%
CAAS
574
Capital Asset Advisory Services
Michigan
$587K -$168K -1,332 -22%
AIC
575
Archer Investment Corporation
Indiana
$587K +$4.83K +38 +0.8%
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