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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 %
AIM
651
Acropolis Investment Management
Missouri
$492K -$40.8K -311 -8%
LI
652
LRI Investments
Florida
$491K +$491K +3,743 New
MSFS
653
Main Street Financial Solutions
Pennsylvania
$490K +$115K +877 +31%
HIA
654
HTG Investment Advisors
Connecticut
$488K – – –
EWM
655
Executive Wealth Management
Michigan
$485K +$485K +3,712 New
UWPG
656
Ullmann Wealth Partners Group
Florida
$484K – – –
CFB
657
Cullen/Frost Bankers
Texas
$481K – – –
CAG
658
Csenge Advisory Group
Florida
$476K +$656 +5 +0.1%
DAS
659
Diversify Advisory Services
Utah
$474K +$474K +3,630 New
MPCG
660
Matrix Private Capital Group
New York
$471K +$13.1K +100 +3%
NB
661
Nicolet Bankshares
Wisconsin
$471K -$5.25K -40 -1%
ANBT
662
American National Bank & Trust
Texas
$467K – – –
MWA
663
Midland Wealth Advisors
Illinois
$463K -$77.8K -593 -14%
WPA
664
West Paces Advisors
Georgia
$462K – – –
SWM
665
SeaCrest Wealth Management
New York
$460K +$1.31K +10 +0.3%
VFPW
666
Vantage Financial Partners (Wisconsin)
Wisconsin
$460K -$15.9K -121 -3%
UL
667
Unionview LLC
Washington
$454K +$28.6K +218 +7%
AGA
668
Arkos Global Advisors
Texas
$453K – – –
CIAS
669
Capital Investment Advisory Services
North Carolina
$453K -$166K -1,262 -27%
MAG
670
M3 Advisory Group
Massachusetts
$452K +$28.6K +218 +7%
PMFA
671
Plante Moran Financial Advisors
Michigan
$450K +$19.2K +146 +4%
BA
672
Baugh & Associates
Georgia
$449K -$51.4K -392 -10%
CCM
673
Canal Capital Management
Virginia
$448K +$82.1K +626 +22%
WSFS
674
Wilmington Savings Fund Society
Delaware
$447K +$447K +3,408 New
BWP
675
Baldwin Wealth Partners
Massachusetts
$444K – – –
25 26
27
28 29