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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
HIA
676
HTG Investment Advisors
Connecticut
$467K
PMFA
677
Plante Moran Financial Advisors
Michigan
$466K
AFG
678
Albion Financial Group
Utah
$465K -$21.4K -158 -5%
AIC
679
Archer Investment Corporation
Indiana
$465K -$181K -1,340 -29%
AF
680
Apollon Financial
South Carolina
$465K +$4.46K +33 +1%
PSCM
681
Per Stirling Capital Management
Texas
$464K -$57.1K -422 -11%
JE
682
JMAC Enterprises
Pennsylvania
$463K -$2.98K -22 -0.7%
FFO
683
Fiduciary Family Office
Florida
$462K -$216K -1,600 -33%
HIP
684
HUB Investment Partners
Texas
$456K +$434K +3,208 New
EWM
685
EPG Wealth Management
Georgia
$454K +$433K +3,198 New
BFO
686
Boston Family Office
Massachusetts
$453K
DSC
687
Duncker Streett & Co
Missouri
$451K -$103K -765 -19%
GIA
688
GHP Investment Advisors
Colorado
$450K
LAM
689
Lakewood Asset Management
Illinois
$448K
VPIM
690
Vanguard Personalized Indexing Management
California
$448K +$427K +3,155 New
ANBT
691
American National Bank & Trust
Texas
$448K -$41.8K -309 -9%
SHWM
692
Smith & Howard Wealth Management
Georgia
$448K
SAM
693
Secure Asset Management
Michigan
$443K +$135 +1 +0%
BCWM
694
Bartlett & Co Wealth Management
Ohio
$442K -$6.49K -48 -2%
CRC
695
Curi RMB Capital
Illinois
$441K
WOSD
696
WFA of San Diego
California
$439K
GAM
697
GEM Asset Management
Michigan
$439K -$18.3K -135 -4%
HWA
698
Heritage Wealth Advisors
Virginia
$438K +$417K +3,085 New
EWM
699
Executive Wealth Management
Michigan
$438K -$72.9K -539 -15%
BFG
700
Berger Financial Group
Minnesota
$435K +$2.84K +21 +0.7%

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.