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 %
BA
676
Baugh & Associates
Georgia
$420K -$54.6K -394 -12%
QWM
677
Quadcap Wealth Management
Texas
$418K – – –
HIA
678
HTG Investment Advisors
Connecticut
$418K -$54.6K -429 -12%
JE
679
JMAC Enterprises
Pennsylvania
$418K -$2.29K -18 -0.5%
PMFA
680
Plante Moran Financial Advisors
Michigan
$417K -$18.6K -146 -4%
GAM
681
GEM Asset Management
Michigan
$417K – – –
AF
682
Apollon Financial
South Carolina
$412K – – –
PIAS
683
PCA Investment Advisory Services
Ohio
$411K +$2.67K +21 +0.7%
EWA
684
Exencial Wealth Advisors
Oklahoma
$407K – – –
PPWP
685
Premier Path Wealth Partners
New Jersey
$406K +$29K +228 +8%
BFO
686
Boston Family Office
Massachusetts
$406K -$9.79K -77 -2%
GIA
687
GHP Investment Advisors
Colorado
$403K -$13.7K -108 -3%
BCWM
688
Bartlett & Co Wealth Management
Ohio
$402K – – –
LAM
689
Lakewood Asset Management
Illinois
$401K – – –
PPW
690
Parcion Private Wealth
Washington
$401K -$7.3M -57,394 -95%
SHWM
691
Smith & Howard Wealth Management
Georgia
$401K +$38.2K +300 +11%
AQR Capital Management
692
AQR Capital Management
Connecticut
$400K – – –
LWL
693
Leo Wealth LLC
Texas
$399K -$24.3K -191 -6%
SAM
694
Secure Asset Management
Michigan
$397K +$22.4K +176 +6%
CRC
695
Curi RMB Capital
Illinois
$395K -$284K -2,236 -42%
WOSD
696
WFA of San Diego
California
$393K +$393K +3,093 New
AWM
697
Avior Wealth Management
Nebraska
$393K -$19K -149 -5%
Bessemer Group
698
Bessemer Group
New Jersey
$390K +$33.1K +260 +9%
BFG
699
Berger Financial Group
Minnesota
$387K +$10.7K +84 +3%
HA
700
Harfst & Associates
Wyoming
$385K -$1.91K -15 -0.5%
26 27
28
29 30