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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 %
IC
701
Iconiq Capital
California
$385K +$385K +3,024 New
WMG
702
WESCAP Management Group
California
$383K – – –
HWA
703
Heartwood Wealth Advisors
Virginia
$383K – – –
CIAS
704
CBIZ Investment Advisory Services
Ohio
$381K – – –
LIM
705
Loudon Investment Management
New Hampshire
$380K – – –
ADL
706
Asset Dedication LLC
California
$379K – – –
USCWA
707
U.S. Capital Wealth Advisors
Texas
$375K +$14K +110 +4%
FG
708
Foster Group
Iowa
$373K – – –
Principal Financial Group
709
Principal Financial Group
Iowa
$373K – – –
LT
710
Legacy Trust
Michigan
$372K – – –
KCM
711
Kanawha Capital Management
Virginia
$371K -$7.38K -58 -2%
VW
712
Veridan Wealth
Oregon
$371K +$371K +2,733 New
PWLP
713
Prio Wealth Limited Partnership
Massachusetts
$371K – – –
LIA
714
LBMC Investment Advisors
Tennessee
$370K +$33.6K +264 +10%
GC
715
Gratus Capital
Georgia
$370K -$2.67K -21 -0.7%
HFS
716
Hoge Financial Services
Pennsylvania
$370K +$2.54K +20 +0.7%
CDH
717
Charles D. Hyman
$369K – – –
RWA
718
River Wealth Advisors
Pennsylvania
$369K -$22.8K -179 -6%
CA
719
CGN Advisors
Kansas
$369K +$130K +1,023 +55%
NHT
720
New Hampshire Trust
New Hampshire
$368K -$13K -102 -3%
SCM
721
Schnieders Capital Management
California
$368K – – –
FIM
722
Freedom Investment Management
Connecticut
$368K -$13.1K -103 -3%
CIAS
723
Capital Investment Advisory Services
North Carolina
$367K -$72.2K -568 -16%
MHS
724
M Holdings Securities
Oregon
$366K +$366K +2,876 New
JWBC
725
John W. Brooker & Co
California
$364K -$254 -2 -0.1%
27 28
29
30 31