SDY icon

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 %
CAG
651
Csenge Advisory Group
Florida
$463K +$890 +7 +0.2%
BW
652
BIP Wealth
Georgia
$462K +$50.9K +400 +12%
EWM
653
Executive Wealth Management
Michigan
$461K -$11.4K -90 -2%
RRA
654
Round Rock Advisors
Connecticut
$458K -$197K -1,545 -30%
VFPW
655
Vantage Financial Partners (Wisconsin)
Wisconsin
$456K +$10.2K +80 +2%
MAG
656
M3 Advisory Group
Massachusetts
$455K +$17K +134 +4%
PO
657
Private Ocean
California
$453K +$419K +3,292 +1,206%
NB
658
Nicolet Bankshares
Wisconsin
$452K -$4.45K -35 -1%
UL
659
Unionview LLC
Washington
$451K +$10.9K +86 +2%
SWM
660
SeaCrest Wealth Management
New York
$447K +$1.53K +12 +0.3%
LWM
661
LJI Wealth Management
Indiana
$446K +$446K +3,505 New
WPA
662
West Paces Advisors
Georgia
$445K -$2.54K -20 -0.6%
ORC
663
O'Rourke & Company
Massachusetts
$442K +$20.8K +163 +5%
ANBT
664
American National Bank & Trust
Texas
$440K -$12.7K -100 -3%
CB
665
Commerce Bank
Missouri
$440K -$52.8K -415 -11%
WTA
666
Washington Trust Advisors
Massachusetts
$439K +$9.92K +78 +2%
BFG
667
Bleakley Financial Group
New Jersey
$439K -$43.8K -344 -9%
AGA
668
Arkos Global Advisors
Texas
$439K – – –
AFG
669
Albion Financial Group
Utah
$437K -$7.64M -60,034 -95%
WSFS
670
Wilmington Savings Fund Society
Delaware
$433K – – –
BWP
671
Baldwin Wealth Partners
Massachusetts
$430K – – –
PFG
672
Pinnacle Financial Group
Illinois
$430K – – –
FCA
673
Fortis Capital Advisors
Kansas
$424K +$130K +1,025 +44%
H
674
HoyleCohen
California
$422K -$6.36K -50 -1%
CFB
675
Cullen/Frost Bankers
Texas
$421K -$44.9K -353 -10%
25 26
27
28 29