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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
RWS
626
Resolute Wealth Strategies
Mississippi
$551K +$1.89K +14 +0.4%
GFPC
627
Global Financial Private Client
Florida
$547K
MTIC
628
Missouri Trust & Investment Company
Missouri
$547K -$4.73K -35 -0.9%
MAA
629
Matrix Asset Advisors
New York
$547K +$270 +2 +0.1%
AC
630
ASB Consultores
Florida
$545K +$176K +1,300 +51%
MA
631
MCF Advisors
Kentucky
$542K
GKWIM
632
Gerber Kawasaki Wealth & Investment Management
California
$539K +$2.84K +21 +0.6%
CF
633
Centaurus Financial
California
$539K -$905K -6,695 -64%
CGPCS
634
Capital Group Private Client Services
California
$533K -$364K -2,693 -42%
AIM
635
Acropolis Investment Management
Missouri
$532K
MPCG
636
Matrix Private Capital Group
New York
$531K
MSFS
637
Main Street Financial Solutions
Pennsylvania
$531K +$1.35K +10 +0.3%
SWM
638
Selective Wealth Management
Virginia
$527K -$13.3K -98 -3%
MCCA
639
Mill Creek Capital Advisors
Pennsylvania
$524K
LI
640
LRI Investments
Florida
$524K
UWPG
641
Ullmann Wealth Partners Group
Florida
$524K
FHC
642
First Heartland Consultants
Missouri
$523K -$285K -2,105 -36%
TI
643
Truepoint Inc
Ohio
$522K -$35.7K -264 -7%
BJL
644
Brighton Jones LLC
Washington
$521K -$1.96M -14,526 -80%
DFA
645
DHJJ Financial Advisors
Illinois
$519K
KFA
646
Kapstone Financial Advisors
Ohio
$519K -$54.1K -400 -10%
MAG
647
M3 Advisory Group
Massachusetts
$519K +$10.3K +76 +2%
BW
648
BIP Wealth
Georgia
$516K
ORC
649
O'Rourke & Company
Massachusetts
$515K +$21K +155 +4%
NFG
650
Nadler Financial Group
Illinois
$514K -$6.49K -48 -1%

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.