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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$147M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$26.9M
3
GB
3
Gunma Bank
Japan
$9.52M
4
HCP
4
Holt Capital Partners
Texas
$14.6M
5
SF
5
Synovus Financial
Georgia
$12.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$242M
3
ODG
3
O'Dell Group
Ohio
$12M
4
HNB
4
Huntington National Bank
Ohio
$23.5M
5
Bank of America
5
Bank of America
North Carolina
$1.09B
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$27.5M 193,909 -44,255 -19%
Mariner
52
Mariner
Kansas
$27M 189,857 -12,004 -6%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$26.9M 189,524 +69,548 +58%
HP
54
Hyperion Partners
Pennsylvania
$26.3M 185,217 +9,528 +5%
JGIA
55
Jackson Grant Investment Advisers
Connecticut
$25.2M 177,587 -1,644 -0.9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$24.3M 171,422 -24,777 -13%
HNB
57
Huntington National Bank
Ohio
– – – –
SPIA
58
Steward Partners Investment Advisory
New York
$21.9M 153,962 +8,937 +6%
CAL
59
Capital Advisors Ltd
Ohio
$21.5M 151,652 -4,159 -3%
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$20.9M 146,992 +6,471 +5%
UB
61
UMB Bank
Missouri
$20.5M 144,258 -14,353 -9%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$19.7M 138,865 -1,858 -1%
PAG
63
Private Advisor Group
New Jersey
$19.7M 138,672 +2,643 +2%
Comerica Bank
64
Comerica Bank
Texas
$19.1M 134,813 -2,095 -2%
TPCW
65
TD Private Client Wealth
New York
$18.2M 128,339 -2,868 -2%
PCG
66
Prosperity Consulting Group
Maryland
$16.9M 118,696 -2,813 -2%
BF
67
BOK Financial
Oklahoma
$16.2M 115,416 -4,155 -3%
CFS
68
CRA Financial Services
New Jersey
$16M 112,393 -2,222 -2%
FCI
69
Financial Counselors Inc
Kansas
$15.9M 111,619 -3,444 -3%
HSWM
70
Hubbell Strickland Wealth Management
Louisiana
$15.7M 110,383 +188 +0.2%
ABC
71
Associated Banc-Corp
Wisconsin
$15.5M 108,994 +2,967 +3%
AAS
72
Avantax Advisory Services
Texas
$15.4M 108,767 +659 +0.6%
Northern Trust
73
Northern Trust
Illinois
$15.3M 108,040 +9,357 +9%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$14.7M 103,563 -710 -0.7%
HCP
75
Holt Capital Partners
Texas
$14.6M 103,128 +47,789 +86%
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