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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
CA
651
Crewe Advisors
Utah
$513K -$51.1K -378 -9%
RSWM
652
Robertson Stephens Wealth Management
California
$511K -$13.5K -100 -3%
RRA
653
Round Rock Advisors
Connecticut
$505K -$6.76K -50 -1%
UL
654
Unionview LLC
Washington
$501K -$1.89K -14 -0.4%
NB
655
Nicolet Bankshares
Wisconsin
$501K -$3.38K -25 -0.7%
PMG
656
Private Management Group
California
$500K -$16.6K -123 -3%
SAM
657
Sawgrass Asset Management
Florida
$499K -$57.1K -422 -11%
LWM
658
LJI Wealth Management
Indiana
$498K +$541 +4 +0.1%
WPA
659
West Paces Advisors
Georgia
$497K
HF
660
HRT Financial
New York
$493K -$773K -5,714 -62%
CB
661
Commerce Bank
Missouri
$491K
AGA
662
Arkos Global Advisors
Texas
$491K
WTA
663
Washington Trust Advisors
Massachusetts
$491K
APWA
664
Atlas Private Wealth Advisors
New Jersey
$488K -$212K -1,564 -31%
HBW
665
Hazlett, Burt & Watson
West Virginia
$488K -$28K -207 -6%
CPP
666
Capasso Planning Partners
South Carolina
$486K -$154K -1,140 -25%
FFO
667
Fortitude Family Office
Arizona
$485K +$462K +3,418 New
BWP
668
Baldwin Wealth Partners
Massachusetts
$480K
PFG
669
Pinnacle Financial Group
Illinois
$480K
USCWA
670
U.S. Capital Wealth Advisors
Texas
$477K +$55.7K +412 +14%
SW
671
Simplicity Wealth
New Jersey
$472K -$467K -3,454 -51%
ACA
672
Aptus Capital Advisors
Alabama
$470K +$77.6K +574 +21%
CFB
673
Cullen/Frost Bankers
Texas
$470K
QWM
674
Quadcap Wealth Management
Texas
$467K
AQR Capital Management
675
AQR Capital Management
Connecticut
$467K +$19.2K +142 +5%

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.