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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 %
TI
626
Truepoint Inc
Ohio
$501K – – –
CCM
627
Canal Capital Management
Virginia
$501K +$67K +527 +15%
SAM
628
Sawgrass Asset Management
Florida
$501K – – –
FAB
629
First American Bank
Illinois
$500K – – –
RA
630
Rodgers & Associates
Pennsylvania
$497K – – –
MTIC
631
Missouri Trust & Investment Company
Missouri
$494K -$9.54K -75 -2%
RWS
632
Resolute Wealth Strategies
Mississippi
$491K -$24.5K -193 -5%
GFPC
633
Global Financial Private Client
Florida
$490K – – –
MAA
634
Matrix Asset Advisors
New York
$489K +$254 +2 +0.1%
SWM
635
Selective Wealth Management
Virginia
$488K -$25K -198 -5%
MA
636
MCF Advisors
Kentucky
$485K +$6.49K +51 +1%
EWM
637
EPG Wealth Management
Georgia
$482K -$497K -3,785 Closed
GKWIM
638
Gerber Kawasaki Wealth & Investment Management
California
$480K -$133K -1,048 -22%
AIM
639
Acropolis Investment Management
Missouri
$476K – – –
LI
640
LRI Investments
Florida
$476K – – –
MPCG
641
Matrix Private Capital Group
New York
$476K +$19.1K +150 +4%
MSFS
642
Main Street Financial Solutions
Pennsylvania
$474K -$636 -5 -0.1%
RSWM
643
Robertson Stephens Wealth Management
California
$471K -$2.15M -16,905 -82%
PSCM
644
Per Stirling Capital Management
Texas
$469K -$117K -922 -20%
MCCA
645
Mill Creek Capital Advisors
Pennsylvania
$469K -$13.7K -108 -3%
UWPG
646
Ullmann Wealth Partners Group
Florida
$469K – – –
NFG
647
Nadler Financial Group
Illinois
$466K +$36.4K +286 +8%
DFA
648
DHJJ Financial Advisors
Illinois
$465K -$23.9K -188 -5%
HBW
649
Hazlett, Burt & Watson
West Virginia
$464K +$62.6K +492 +16%
PMG
650
Private Management Group
California
$463K +$463K +3,642 New
24 25
26
27 28