SDY icon

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 %
PFG
676
Pinnacle Financial Group
Illinois
$444K – – –
NFG
677
Nadler Financial Group
Illinois
$443K -$24.7K -188 -5%
MOS
678
MGO One Seven
Ohio
$443K -$6.69K -51 -1%
WTA
679
Washington Trust Advisors
Massachusetts
$443K – – –
H
680
HoyleCohen
California
$442K -$1.84K -14 -0.4%
LWL
681
Leo Wealth LLC
Texas
$437K -$11K -84 -2%
ORC
682
O'Rourke & Company
Massachusetts
$434K +$52.2K +398 +14%
JE
683
JMAC Enterprises
Pennsylvania
$433K -$5.12K -39 -1%
QWM
684
Quadcap Wealth Management
Texas
$432K – – –
GIA
685
GHP Investment Advisors
Colorado
$430K -$525 -4 -0.1%
BFO
686
Boston Family Office
Massachusetts
$429K -$23.5K -179 -5%
SLC
687
Second Line Capital
Louisiana
$426K -$92K -701 -18%
AWM
688
Avior Wealth Management
Nebraska
$425K +$19.3K +147 +5%
AF
689
Apollon Financial
South Carolina
$425K +$24.9K +190 +6%
BW
690
BIP Wealth
Georgia
$424K – – –
PIAS
691
PCA Investment Advisory Services
Ohio
$421K +$55.1K +420 +15%
EWA
692
Exencial Wealth Advisors
Oklahoma
$420K -$525 -4 -0.1%
CPIG
693
Chicago Partners Investment Group
Illinois
$419K +$21.1K +165 +5%
BCWM
694
Bartlett & Co Wealth Management
Ohio
$415K – – –
LAM
695
Lakewood Asset Management
Illinois
$414K -$18.4K -140 -4%
AQR Capital Management
696
AQR Capital Management
Connecticut
$413K – – –
FTUS
697
Flow Traders U.S.
New York
$413K -$3.88M -29,544 -90%
MG
698
Mather Group
Illinois
$413K -$44.9K -359 -10%
Tudor Investment Corp
699
Tudor Investment Corp
Connecticut
$412K +$412K +3,139 New
HBW
700
Hazlett, Burt & Watson
West Virginia
$411K +$36.1K +277 +10%
26 27
28
29 30