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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 %
HH
576
Hilltop Holdings
Texas
$616K +$15.6K +119 +3%
DI
577
Disciplined Investments
Oklahoma
$615K -$107K -813 -15%
PWAC
578
Private Wealth Advisors (California)
California
$615K -$12.7K -97 -2%
JCM
579
Jacobi Capital Management
Pennsylvania
$614K -$7.74K -59 -1%
VFA
580
Valeo Financial Advisors
Indiana
$613K -$47.8K -372 -7%
SA
581
SpiderRock Advisors
Delaware
$609K +$609K +4,774 New
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$606K +$47.4K +361 +8%
PSCM
583
Per Stirling Capital Management
Texas
$605K -$123K -940 -17%
HFP
584
Holistic Financial Partners
Indiana
$601K +$2.76K +21 +0.5%
AIC
585
Archer Investment Corporation
Indiana
$600K -$45K -343 -7%
CCA
586
Childress Capital Advisors
Texas
$600K – – –
AC
587
Addison Capital
Pennsylvania
$596K +$106K +806 +22%
PA
588
PSI Advisors
Florida
$593K -$481K -3,666 -45%
EPWM
589
Essex Private Wealth Management
Massachusetts
$591K +$262 +2 +0%
MC
590
Moors & Cabot
Massachusetts
$586K +$21.7K +165 +4%
FWP
591
FAS Wealth Partners
Kansas
$584K -$14K -107 -2%
EIP
592
Ellis Investment Partners
Pennsylvania
$583K +$5.51K +42 +1%
RWM
593
Revisor Wealth Management
Ohio
$581K +$581K +4,532 New
ZIC
594
ZWJ Investment Counsel
Georgia
$576K +$15.1K +115 +3%
CCP
595
Clarity Capital Partners
California
$574K +$574K +4,371 New
MFA
596
Mayflower Financial Advisors
Massachusetts
$571K +$8.32K +485 +1%
OFS
597
OneAscent Financial Services
Alabama
$568K +$20K +152 +4%
BDFN
598
Bond & Devick Financial Network
Minnesota
$566K – – –
EB
599
Emprise Bank
Kansas
$564K +$564K +4,295 New
AWA
600
Arkadios Wealth Advisors
Georgia
$559K +$262 +2 +0%
22 23
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