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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 %
PMFA
701
Plante Moran Financial Advisors
Michigan
$433K – – –
MCM
702
M1 Capital Management
Michigan
$432K +$432K +3,271 New
JE
703
JMAC Enterprises
Pennsylvania
$431K +$132 +1 +0%
SAM
704
Secure Asset Management
Michigan
$429K +$16.4K +124 +4%
AIC
705
Archer Investment Corporation
Indiana
$428K -$4.23K -32 -1%
SAM
706
Sawgrass Asset Management
Florida
$428K -$36.2K -274 -8%
RRA
707
Round Rock Advisors
Connecticut
$428K -$41.6K -315 -9%
APWA
708
Atlas Private Wealth Advisors
New Jersey
$425K -$29.1K -220 -6%
GIA
709
GHP Investment Advisors
Colorado
$424K +$5.95K +45 +1%
PSCM
710
Per Stirling Capital Management
Texas
$424K -$7.93K -60 -2%
BFO
711
Boston Family Office
Massachusetts
$422K – – –
DSC
712
Duncker Streett & Co
Missouri
$420K – – –
FHC
713
First Heartland Consultants
Missouri
$418K -$68K -515 -14%
LAM
714
Lakewood Asset Management
Illinois
$417K – – –
CWA
715
Clarity Wealth Advisors
California
$417K +$84.7K +641 +25%
SHWM
716
Smith & Howard Wealth Management
Georgia
$416K – – –
MWM
717
Mascagni Wealth Management
Mississippi
$413K +$413K +3,042 New
HIP
718
HUB Investment Partners
Texas
$412K -$12.2K -92 -3%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$411K – – –
WEG
720
World Equity Group
Illinois
$410K +$410K +3,104 New
CRC
721
Curi RMB Capital
Illinois
$410K – – –
VAS
722
Vestmark Advisory Solutions
Massachusetts
$409K +$103K +778 +34%
CP
723
Creekside Partners
California
$406K +$134K +1,012 +49%
IC
724
Iconiq Capital
California
$405K +$3.17K +24 +0.8%
VPIM
725
Vanguard Personalized Indexing Management
California
$403K -$13.6K -103 -3%
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