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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 %
HH
576
Hilltop Holdings
Texas
$585K -$12K -94 -2%
PWAC
577
Private Wealth Advisors (California)
California
$583K -$6.42K -51 -1%
CCA
578
Childress Capital Advisors
Texas
$581K – – –
CPP
579
Capasso Planning Partners
South Carolina
$580K +$580K +4,560 New
EFG
580
Ehrlich Financial Group
California
$578K -$61.4K -483 -10%
LA
581
LexAurum Advisors
Kansas
$575K -$31K -244 -5%
MC
582
Moors & Cabot
Massachusetts
$574K +$6.49K +51 +1%
HFP
583
Holistic Financial Partners
Indiana
$572K -$10.9K -86 -2%
EPWM
584
Essex Private Wealth Management
Massachusetts
$572K -$890 -7 -0.2%
ZIC
585
ZWJ Investment Counsel
Georgia
$572K +$13.5K +106 +2%
OFS
586
OneAscent Financial Services
Alabama
$569K +$19.3K +152 +4%
FWP
587
FAS Wealth Partners
Kansas
$562K -$4.32K -34 -0.8%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$562K -$291K -2,288 -34%
MCCP
589
Mission Creek Capital Partners
California
$562K -$57.1K -449 -9%
MFA
590
Mayflower Financial Advisors
Massachusetts
$552K -$381 -23 -0.1%
SIG
591
Spinnaker Investment Group
California
$551K -$99.5K -782 -15%
BDFN
592
Bond & Devick Financial Network
Minnesota
$549K – – –
WCFA
593
Walkner Condon Financial Advisors
Wisconsin
$548K +$64.9K +510 +13%
EB
594
Emprise Bank
Kansas
$546K – – –
CSPAM
595
Cary Street Partners Asset Management
Virginia
$543K +$2.29K +18 +0.4%
EIP
596
Ellis Investment Partners
Pennsylvania
$541K -$24.4K -192 -4%
ITIM
597
Indiana Trust & Investment Management
Indiana
$541K +$38.2K +300 +8%
FCBT
598
First Citizens Bank & Trust
North Carolina
$541K – – –
YIA
599
YHB Investment Advisors
Connecticut
$540K +$30.4K +239 +6%
SPI
600
Sutton Place Investors
New York
$537K – – –
22 23
24
25 26