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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 %
Financial Engines Advisors
551
Financial Engines Advisors
California
$715K +$5.42K +41 +0.8%
CCP
552
Clarity Capital Partners
California
$714K +$23.3K +176 +3%
Renaissance Technologies
553
Renaissance Technologies
New York
$713K -$238K -1,800 -25%
WS
554
Wedbush Securities
California
$706K -$18.4K -139 -3%
MWM
555
Modera Wealth Management
New Jersey
$706K +$13.2K +100 +2%
AQR Capital Management
556
AQR Capital Management
Connecticut
$701K +$267K +2,020 +61%
CCM
557
Coldstream Capital Management
Washington
$698K +$51.1K +387 +8%
GT
558
Glenmede Trust
Pennsylvania
$695K +$142K +1,075 +26%
MADFP
559
Michael A Dubis Financial Planning
Wisconsin
$690K +$690K +5,224 New
MPM
560
Meritage Portfolio Management
Kansas
$690K -$2.64K -20 -0.4%
FNT
561
First National Trust
Pennsylvania
$689K -$203K -1,539 -23%
CGPCS
562
Capital Group Private Client Services
California
$689K +$193K +1,462 +39%
GSIAS
563
Garden State Investment Advisory Services
New Jersey
$686K -$26.6K -201 -4%
AWM
564
Atticus Wealth Management
Florida
$685K – – –
PTC
565
Private Trust Company
Ohio
$684K -$99.7K -755 -13%
HBW
566
Hazlett, Burt & Watson
West Virginia
$681K +$227K +1,724 +50%
RMCM
567
Reynders McVeigh Capital Management
Massachusetts
$680K +$48.8K +369 +8%
CA
568
Cambridge Advisors
Nebraska
$680K – – –
ACM
569
AlphaStar Capital Management
North Carolina
$679K -$38.8K -294 -5%
SI
570
Saxon Interests
Texas
$675K -$6.61K -50 -1%
AP
571
Appleton Partners
Massachusetts
$675K -$25.8K -195 -4%
BFA
572
Beaumont Financial Advisors
Massachusetts
$675K -$11.5K -87 -2%
OFS
573
OneAscent Financial Services
Alabama
$672K +$672K +5,089 New
VWM
574
Venturi Wealth Management
Texas
$669K -$19.9K -151 -3%
UPS
575
UHLMANN PRICE SECURITIES
Illinois
$669K +$660 +5 +0.1%
21 22
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