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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
IC
701
Iconiq Capital
California
$432K +$2.3K +17 +0.6%
AWM
702
Avior Wealth Management
Nebraska
$431K -$7.44K -55 -2%
WMG
703
WESCAP Management Group
California
$428K
HWA
704
Heartwood Wealth Advisors
Virginia
$428K
LIM
705
Loudon Investment Management
New Hampshire
$428K +$2.71K +20 +0.7%
KWMG
706
King Wealth Management Group
Florida
$426K +$33.9K +251 +9%
ADL
707
Asset Dedication LLC
California
$423K
HA
708
Harfst & Associates
Wyoming
$420K -$9.47K -70 -2%
BCA
709
Bay Colony Advisors
Massachusetts
$420K +$16.4K +121 +4%
FG
710
Foster Group
Iowa
$417K
Principal Financial Group
711
Principal Financial Group
Iowa
$417K
EWA
712
Exencial Wealth Advisors
Oklahoma
$416K -$36.4K -269 -8%
LT
713
Legacy Trust
Michigan
$416K
HFS
714
Hoge Financial Services
Pennsylvania
$415K +$2.16K +16 +0.6%
PWLP
715
Prio Wealth Limited Partnership
Massachusetts
$414K
RWA
716
River Wealth Advisors
Pennsylvania
$412K
SCM
717
Schnieders Capital Management
California
$411K
BTI
718
Blue Trust Inc
Georgia
$411K +$118K +874 +37%
JWBC
719
John W. Brooker & Co
California
$407K +$135 +1 +0%
GIA
720
Gladstone Institutional Advisory
Florida
$405K
NHT
721
New Hampshire Trust
New Hampshire
$403K -$8.11K -60 -2%
EGA
722
Eagle Global Advisors
Texas
$403K
NAM
723
NTV Asset Management
West Virginia
$402K
TVAMP
724
Tennessee Valley Asset Management Partners
Tennessee
$400K +$32.2K +238 +9%
BFM
725
Boston Financial Management
Massachusetts
$399K

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.