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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
PWAC
576
Private Wealth Advisors (California)
California
$658K +$270 +2 +0%
CIA
577
Concurrent Investment Advisors
Florida
$657K +$79.5K +588 +15%
CCA
578
Childress Capital Advisors
Texas
$649K
EFG
579
Ehrlich Financial Group
California
$646K +$135 +1 +0%
AFP
580
Alpha Financial Partners
Kentucky
$646K +$615K +4,547 New
CAAS
581
Capital Asset Advisory Services
Michigan
$646K -$4.73K -35 -0.8%
EPWM
582
Essex Private Wealth Management
Massachusetts
$642K +$3.11K +23 +0.5%
ZIC
583
ZWJ Investment Counsel
Georgia
$638K
FFA
584
Farther Finance Advisors
California
$635K +$300K +2,220 +99%
FWP
585
FAS Wealth Partners
Kansas
$629K +$1.49K +11 +0.2%
AWM
586
AE Wealth Management
Kansas
$628K -$40.4K -299 -6%
LA
587
LexAurum Advisors
Kansas
$628K -$13.5K -100 -2%
RA
588
Ransom Advisory
Rhode Island
$621K
JIR
589
James Investment Research
Ohio
$621K +$37.2K +275 +7%
MLA
590
My Legacy Advisors
Oregon
$614K -$224K -1,656 -28%
CSPAM
591
Cary Street Partners Asset Management
Virginia
$613K +$5.82K +43 +1%
BDFN
592
Bond & Devick Financial Network
Minnesota
$613K
KFI
593
Key Financial Inc
Pennsylvania
$612K +$24.3K +180 +4%
Bessemer Group
594
Bessemer Group
New Jersey
$612K +$169K +1,248 +41%
EB
595
Emprise Bank
Kansas
$604K -$6.09K -45 -1%
JCM
596
Jacobi Capital Management
Pennsylvania
$602K -$53.3K -394 -8%
VFA
597
Valeo Financial Advisors
Indiana
$602K -$73.2K -541 -11%
MFG
598
Magnus Financial Group
New York
$602K +$7.98K +59 +1%
FCBT
599
First Citizens Bank & Trust
North Carolina
$601K -$3.11K -23 -0.5%
SPI
600
Sutton Place Investors
New York
$600K

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.