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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.

Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
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
1
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
2
Kestra Advisory Services
Texas
$35.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.3M
5
AA
5
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
2
Bank of America
North Carolina
$996M
3
Ameriprise
3
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$26.4M 207,565 +138 +0.1%
KA
52
Klingman & Associates
New York
$26.3M 206,405 -4,282 -2%
FAM
53
Flaharty Asset Management
Florida
$25.7M 202,110 +1,092 +0.5%
Mariner
54
Mariner
Kansas
$25.7M 201,861 -13,765 -6%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$25M 196,199 +2,188 +1%
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$22.8M 179,231 +3,729 +2%
HP
57
Hyperion Partners
Pennsylvania
$22.3M 175,689 +7,068 +4%
HNB
58
Huntington National Bank
Ohio
– – – –
UB
59
UMB Bank
Missouri
$20.2M 158,611 +700 +0.4%
CAL
60
Capital Advisors Ltd
Ohio
$19.8M 155,811 -7,498 -5%
SPIA
61
Steward Partners Investment Advisory
New York
$18.4M 145,025 +714 +0.5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$17.9M 140,723 -4,033 -3%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$17.9M 140,521 +10,113 +8%
Comerica Bank
64
Comerica Bank
Texas
$17.4M 136,908 -418 -0.3%
PAG
65
Private Advisor Group
New Jersey
$17.3M 136,029 -6,338 -4%
TPCW
66
TD Private Client Wealth
New York
$16.7M 131,207 -6,342 -5%
PCG
67
Prosperity Consulting Group
Maryland
$15.5M 121,509 -7,612 -6%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$15.3M 119,976 +59,076 +97%
BF
69
BOK Financial
Oklahoma
$15.2M 119,571 -3,157 -3%
FCI
70
Financial Counselors Inc
Kansas
$14.6M 115,063 -213 -0.2%
CFS
71
CRA Financial Services
New Jersey
$14.6M 114,615 -2,150 -2%
AWS
72
Atria Wealth Solutions
New York
$14M 110,452 -20,199 -15%
HSWM
73
Hubbell Strickland Wealth Management
Louisiana
$14M 110,195 -47 -0%
AAS
74
Avantax Advisory Services
Texas
$13.7M 108,108 +1,636 +2%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$13.6M 108,461 -2,180 -2%
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