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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 %
GIA
701
Gladstone Institutional Advisory
Florida
$410K -$20.2K -154 -5%
GAM
702
GEM Asset Management
Michigan
$410K -$193K -1,540 -32%
SAM
703
Sequent Asset Management
Texas
$409K – – –
AWM
704
AE Wealth Management
Kansas
$408K -$5.57M -42,401 -93%
RWA
705
River Wealth Advisors
Pennsylvania
$404K – – –
HA
706
Harfst & Associates
Wyoming
$399K -$656 -5 -0.2%
WMG
707
WESCAP Management Group
California
$395K – – –
HWA
708
Heartwood Wealth Advisors
Virginia
$395K -$29.7K -226 -7%
NHT
709
New Hampshire Trust
New Hampshire
$393K -$18.4K -140 -4%
FIM
710
Freedom Investment Management
Connecticut
$393K -$51.1K -389 -11%
CIAS
711
CBIZ Investment Advisory Services
Ohio
$393K – – –
LIM
712
Loudon Investment Management
New Hampshire
$392K -$7.22K -55 -2%
ADL
713
Asset Dedication LLC
California
$391K – – –
KCM
714
Kanawha Capital Management
Virginia
$391K – – –
PPWP
715
Premier Path Wealth Partners
New Jersey
$389K +$17.7K +135 +5%
BFG
716
Berger Financial Group
Minnesota
$389K -$1.84K -14 -0.5%
BCA
717
Bay Colony Advisors
Massachusetts
$387K -$36.1K -275 -9%
HIC
718
Hartline Investment Corp
Illinois
$387K +$387K +2,946 New
SAM
719
Secure Asset Management
Michigan
$386K +$131 +1 +0%
FG
720
Foster Group
Iowa
$385K – – –
Principal Financial Group
721
Principal Financial Group
Iowa
$385K – – –
GC
722
Gratus Capital
Georgia
$384K +$384K +2,929 New
LT
723
Legacy Trust
Michigan
$384K – – –
CIA
724
Concurrent Investment Advisors
Florida
$384K -$24.1K -184 -6%
PWLP
725
Prio Wealth Limited Partnership
Massachusetts
$383K – – –
27 28
29
30 31