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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 %
CSPAM
601
Cary Street Partners Asset Management
Virginia
$558K -$24K -183 -4%
FCBT
602
First Citizens Bank & Trust
North Carolina
$558K +$558K +4,254 New
AFG
603
Atomi Financial Group
New York
$558K -$304K -2,319 -35%
SPI
604
Sutton Place Investors
New York
$554K -$131K -1,000 -19%
KFI
605
Key Financial Inc
Pennsylvania
$552K – – –
TNBTD
606
Trustmark National Bank Trust Department
Mississippi
$552K – – –
Toronto Dominion Bank
607
Toronto Dominion Bank
Ontario, Canada
$551K -$59.1K -450 -10%
KWM
608
Kingsview Wealth Management
Oregon
$551K +$75.7K +577 +16%
WCM
609
WealthBridge Capital Management
Ohio
$548K -$40.7K -310 -7%
RPC
610
Rossmore Private Capital
Connecticut
$545K -$19.7K -150 -3%
HGERS
611
Householder Group Estate & Retirement Specialist
Arizona
$545K -$131 -1 -0%
HCM
612
Hengehold Capital Management
Ohio
$541K -$9.06K -69 -2%
DZ Bank
613
DZ Bank
Germany
$541K – – –
PWP
614
Perfromance Wealth Partners
Illinois
$541K +$73.5K +560 +16%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$539K -$477K -3,637 -47%
DSC
616
Duncker Streett & Co
Missouri
$539K -$52.5K -400 -9%
TAM
617
Tocqueville Asset Management
New York
$538K -$462K -3,523 -46%
JIR
618
James Investment Research
Ohio
$537K -$9.06K -69 -2%
CVA
619
Central Valley Advisors
California
$534K -$131 -1 -0%
KFA
620
Kapstone Financial Advisors
Ohio
$533K – – –
RWS
621
Resolute Wealth Strategies
Mississippi
$532K -$81.8K -623 -13%
YIA
622
YHB Investment Advisors
Connecticut
$526K -$163K -1,242 -24%
MFG
623
Magnus Financial Group
New York
$526K +$45.3K +345 +9%
AA
624
Ashford Advisors
New York
$525K -$192K -1,465 -27%
CA
625
Crewe Advisors
Utah
$524K +$45.4K +346 +9%
23 24
25
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