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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
676
Private Management Group
California
$465K – – –
LWM
677
LJI Wealth Management
Indiana
$464K +$661 +5 +0.1%
PFG
678
Pinnacle Financial Group
Illinois
$463K +$16.5K +125 +4%
TA
679
TFB Advisors
Kansas
$463K +$171K +1,296 +59%
WPA
680
West Paces Advisors
Georgia
$463K – – –
HSBC Holdings
681
HSBC Holdings
United Kingdom
$462K -$330K -2,500 -42%
CB
682
Commerce Bank
Missouri
$457K – – –
WTA
683
Washington Trust Advisors
Massachusetts
$456K – – –
AGA
684
Arkos Global Advisors
Texas
$455K -$1.59K -12 -0.3%
AA
685
Aire Advisors
California
$454K +$454K +3,438 New
BWP
686
BSW Wealth Partners
Colorado
$452K +$452K +3,424 New
FFO
687
Fortitude Family Office
Arizona
$452K – – –
DAS
688
Diversify Advisory Services
Utah
$449K -$180K -1,400 -29%
BWP
689
Baldwin Wealth Partners
Massachusetts
$446K – – –
DFA
690
DHJJ Financial Advisors
Illinois
$446K -$36.7K -278 -8%
USCWA
691
U.S. Capital Wealth Advisors
Texas
$444K – – –
FS
692
Financially Speaking
Colorado
$439K +$439K +3,327 New
SW
693
Simplicity Wealth
New Jersey
$439K – – –
AIM
694
Acropolis Investment Management
Missouri
$439K -$56.1K -425 -11%
NA
695
Novus Advisors
South Carolina
$438K +$438K +3,316 New
VAF
696
Values Added Financial
District of Columbia
$438K +$438K +3,312 New
CFB
697
Cullen/Frost Bankers
Texas
$437K – – –
SWA
698
Serenus Wealth Advisors
California
$437K +$437K +3,306 New
HIA
699
HTG Investment Advisors
Connecticut
$434K – – –
QWM
700
Quadcap Wealth Management
Texas
$434K -$132 -1 -0%
26 27
28
29 30