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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.

Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
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
1
Cetera Investment Advisers
Illinois
$90.4M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$51.7M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$37.2M
4
PCG
4
Prosperity Consulting Group
Maryland
$16.9M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
MB
4
Mizuho Bank
Japan
$0
5
UBS Group
5
UBS Group
Switzerland
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$27.2M 207,427 +1,298 +0.6%
SC
52
Scotia Capital
Ontario, Canada
$26.9M 204,948 -1,077 -0.5%
FAM
53
Flaharty Asset Management
Florida
$26.4M 201,018 +25,883 +15%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$25.5M 194,011 +3,345 +2%
JGIA
55
Jackson Grant Investment Advisers
Connecticut
$23M 175,502 +15,273 +10%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$22.2M 169,140 -20,438 -11%
HP
57
Hyperion Partners
Pennsylvania
$22.1M 168,621 +5,398 +3%
HNB
58
Huntington National Bank
Ohio
– – – –
CAL
59
Capital Advisors Ltd
Ohio
$21.4M 163,309 -2,628 -2%
UB
60
UMB Bank
Missouri
$20.7M 157,911 -25,752 -14%
KAS
61
Kestra Advisory Services
Texas
$19.6M 149,599 -25,119 -14%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$19M 144,756 -62,036 -30%
SPIA
63
Steward Partners Investment Advisory
New York
$18.9M 144,311 +2,930 +2%
PAG
64
Private Advisor Group
New Jersey
$18.7M 142,367 -5,844 -4%
TPCW
65
TD Private Client Wealth
New York
$18.1M 137,549 -9,547 -6%
Comerica Bank
66
Comerica Bank
Texas
$18M 137,326 -6,894 -5%
AWS
67
Atria Wealth Solutions
New York
$17.1M 130,651 -1,210 -0.9%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$17.1M 130,408 +11,659 +10%
PCG
69
Prosperity Consulting Group
Maryland
$16.9M 129,121 +76,309 +144%
BF
70
BOK Financial
Oklahoma
$16M 122,728 -3,407 -3%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$15.6M 118,784 +60,790 +105%
CFS
72
CRA Financial Services
New Jersey
$15.3M 116,765 -1,356 -1%
ABC
73
Associated Banc-Corp
Wisconsin
$15.2M 115,915 -980 -0.8%
FCI
74
Financial Counselors Inc
Kansas
$15.1M 115,276 -7,466 -6%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$14.5M 110,641 +63,767 +136%
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