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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
PFM
551
Phillips Financial Management
Indiana
$719K -$17.2K -127 -2%
UPS
552
UHLMANN PRICE SECURITIES
Illinois
$718K +$684K +5,058 New
SWM
553
SeaCrest Wealth Management
New York
$718K +$208K +1,541 +44%
BBWP
554
Beacon Bridge Wealth Partners
Pennsylvania
$714K -$43.1K -319 -6%
AC
555
Addison Capital
Pennsylvania
$714K -$30.8K -228 -4%
KL
556
KWMG LLC
Kansas
$714K -$1.49K -11 -0.2%
GTAM
557
Global Trust Asset Management
Florida
$714K +$35K +259 +5%
ALC
558
Alexander Labrunerie & Co
Missouri
$713K -$28.4K -210 -4%
KWM
559
Kaydan Wealth Management
Michigan
$704K -$2.84K -21 -0.4%
PFP
560
Paragon Financial Partners
California
$703K -$49.1K -363 -7%
OP
561
ORG Partners
Indiana
$702K -$12.8K -95 -2%
AI
562
Accredited Investors
Minnesota
$696K +$663K +4,900 New
CCM
563
Coldstream Capital Management
Washington
$695K -$131K -969 -17%
DAS
564
Diversify Advisory Services
Utah
$691K -$3.25K -24 -0.5%
BTWM
565
Baker Tilly Wealth Management
Wisconsin
$690K -$143K -1,060 -18%
CCG
566
Cypress Capital Group
Florida
$684K -$25.7K -190 -4%
SAI
567
Systematic Alpha Investments
New Jersey
$682K
HGWM
568
Horst & Graben Wealth Management
Oregon
$680K -$3.92K -29 -0.6%
FPAS
569
Focus Partners Advisor Solutions
Missouri
$679K +$49.5K +366 +8%
RMCM
570
Reynders McVeigh Capital Management
Massachusetts
$678K +$8.11K +60 +1%
BWM
571
BigSur Wealth Management
Florida
$675K -$13.5K -100 -2%
AWC
572
Adamsbrown Wealth Consultants
Kansas
$669K -$69.9K -517 -10%
ST
573
Sageworth Trust
Pennsylvania
$664K -$5.68K -42 -0.9%
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$663K -$17.7K -131 -3%
IAG
575
Investment Advisory Group
Massachusetts
$662K -$13.4K -99 -2%

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.