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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
GLLW
51
Graves Light Lenhart Wealth
Virginia
$27.5M -$5.99M -44,255 -19%
Mariner
52
Mariner
Kansas
$27M -$1.62M -12,004 -6%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$26.9M +$9.41M +69,548 +58%
HP
54
Hyperion Partners
Pennsylvania
$26.3M +$1.29M +9,528 +5%
NAS
55
NWF Advisory Services
California
$26.2M +$516K +3,817 +2%
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$25.2M -$222K -1,644 -0.9%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$24.3M -$3.35M -24,777 -13%
HNB
58
Huntington National Bank
Ohio
$23.5M
SPIA
59
Steward Partners Investment Advisory
New York
$21.9M +$1.21M +8,937 +6%
CAL
60
Capital Advisors Ltd
Ohio
$21.5M -$562K -4,159 -3%
BWFA
61
Baltimore-Washington Financial Advisors
Maryland
$20.9M +$875K +6,471 +5%
UB
62
UMB Bank
Missouri
$20.5M -$1.94M -14,353 -9%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$19.7M -$251K -1,858 -1%
PAG
64
Private Advisor Group
New Jersey
$19.7M +$357K +2,643 +2%
Comerica Bank
65
Comerica Bank
Texas
$19.1M -$283K -2,095 -2%
TPCW
66
TD Private Client Wealth
New York
$18.2M -$388K -2,868 -2%
PCG
67
Prosperity Consulting Group
Maryland
$16.9M -$380K -2,813 -2%
BF
68
BOK Financial
Oklahoma
$16.2M -$562K -4,155 -3%
CFS
69
CRA Financial Services
New Jersey
$16M -$301K -2,222 -2%
FCI
70
Financial Counselors Inc
Kansas
$15.9M -$466K -3,444 -3%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$15.7M +$25.4K +188 +0.2%
ABC
72
Associated Banc-Corp
Wisconsin
$15.5M +$401K +2,967 +3%
AAS
73
Avantax Advisory Services
Texas
$15.4M +$89.1K +659 +0.6%
Northern Trust
74
Northern Trust
Illinois
$15.3M +$1.27M +9,357 +9%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$14.7M -$96K -710 -0.7%

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.