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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
651
Rodgers & Associates
Pennsylvania
$516K – – –
RWS
652
Resolute Wealth Strategies
Mississippi
$515K +$2.79K +20 +0.5%
AWM
653
Avior Wealth Management
Nebraska
$511K +$116K +832 +27%
PWP
654
Perfromance Wealth Partners
Illinois
$510K -$29.2K -209 -5%
GFPC
655
Global Financial Private Client
Florida
$509K – – –
MAA
656
Matrix Asset Advisors
New York
$509K +$419 +3 +0.1%
AC
657
ASB Consultores
Florida
$507K – – –
WCP
658
Wealthcare Capital Partners
Pennsylvania
$505K +$534K +3,825 New
GKWIM
659
Gerber Kawasaki Wealth & Investment Management
California
$504K +$2.79K +20 +0.5%
PFP
660
Paragon Financial Partners
California
$503K -$160K -1,145 -23%
RSWM
661
Robertson Stephens Wealth Management
California
$501K +$27.1K +194 +5%
GIA
662
Gladstone Institutional Advisory
Florida
$501K +$131K +940 +33%
FCBT
663
First Citizens Bank & Trust
North Carolina
$498K -$64K -458 -11%
MA
664
MCF Advisors
Kentucky
$497K -$7.12K -51 -1%
LI
665
LRI Investments
Florida
$494K – – –
SWM
666
Selective Wealth Management
Virginia
$494K +$140 +1 +0%
MPCG
667
Matrix Private Capital Group
New York
$494K – – –
ORC
668
O'Rourke & Company
Massachusetts
$494K -$54.2K -388 -11%
MSFS
669
Main Street Financial Solutions
Pennsylvania
$494K -$419 -3 -0.1%
KFA
670
Kapstone Financial Advisors
Ohio
$490K – – –
ITIM
671
Indiana Trust & Investment Management
Indiana
$489K -$39.8K -285 -7%
AWC
672
Adamsbrown Wealth Consultants
Kansas
$488K -$142K -1,017 -22%
MCCA
673
Mill Creek Capital Advisors
Pennsylvania
$487K – – –
UWPG
674
Ullmann Wealth Partners Group
Florida
$487K – – –
TI
675
Truepoint Inc
Ohio
$486K – – –
25 26
27
28 29

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.