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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 %
VA
601
Vident Advisory
Georgia
$602K +$602K +4,560 New
ZIC
602
ZWJ Investment Counsel
Georgia
$594K – – –
BB
603
Berkshire Bank
Massachusetts
$592K +$58K +439 +11%
GPW
604
Genesis Private Wealth
Virginia
$589K +$589K +4,457 New
LA
605
LexAurum Advisors
Kansas
$589K +$4.36K +33 +0.7%
CWMGO
606
Capstone Wealth Management Group (Oregon)
Oregon
$583K +$583K +4,415 New
SPA
607
Sentinel Pension Advisors
Massachusetts
$582K -$539K -4,079 -48%
MTIC
608
Missouri Trust & Investment Company
Missouri
$581K +$72.3K +547 +14%
HCM
609
Hilton Capital Management
New York
$580K +$580K +4,390 New
JIR
610
James Investment Research
Ohio
$577K – – –
KFI
611
Key Financial Inc
Pennsylvania
$569K – – –
WPC
612
Wedmont Private Capital
Pennsylvania
$564K +$25.7K +200 +5%
VFA
613
Valeo Financial Advisors
Indiana
$562K +$1.32K +10 +0.2%
AFG
614
Atomi Financial Group
New York
$561K +$26.3K +199 +5%
WOC
615
West Oak Capital
California
$561K – – –
HIM
616
Hanlon Investment Management
New Jersey
$559K +$559K +4,230 New
SPI
617
Sutton Place Investors
New York
$558K – – –
TNBTD
618
Trustmark National Bank Trust Department
Mississippi
$555K – – –
BBWP
619
Beacon Bridge Wealth Partners
Pennsylvania
$555K -$109K -828 -16%
EIP
620
Ellis Investment Partners
Pennsylvania
$555K +$1.32K +10 +0.2%
EB
621
Emprise Bank
Kansas
$552K -$9.12K -69 -2%
MFG
622
Magnus Financial Group
New York
$552K -$7.4K -56 -1%
MG
623
Mather Group
Illinois
$550K +$132 +1 +0%
HFP
624
Holistic Financial Partners
Indiana
$549K -$1.45K -11 -0.3%
RPC
625
Rossmore Private Capital
Connecticut
$549K – – –
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