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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.

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
1
AssetMark Inc
California
$89.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
MCM
4
MAI Capital Management
Ohio
$100M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$28.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
HNB
3
Huntington National Bank
Ohio
$21.8M
4
IWMWV
4
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
5
AlTi Global
New York
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$26.7M 201,857 -23,174 -10%
Mariner
52
Mariner
Kansas
$26.5M 200,243 +10,386 +5%
FAM
53
Flaharty Asset Management
Florida
$26.3M 198,772 -3,227 -2%
GLLW
54
Graves Light Lenhart Wealth
Virginia
$25.4M 192,403 -1,506 -0.8%
NAS
55
NWF Advisory Services
California
$24.8M 187,472 +187,472 New
KAS
56
Kestra Advisory Services
Texas
$23.9M 180,908 -51,401 -22%
IAA
57
Independent Advisor Alliance
North Carolina
$23.4M 177,406 +177,406 New
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$23.3M 176,516 -1,071 -0.6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$23.2M 175,519 +4,097 +2%
HNB
60
Huntington National Bank
Ohio
– – – –
SPIA
61
Steward Partners Investment Advisory
New York
$21.6M 163,372 +9,410 +6%
BWFA
62
Baltimore-Washington Financial Advisors
Maryland
$20.8M 157,333 +10,341 +7%
CAL
63
Capital Advisors Ltd
Ohio
$19.9M 150,512 -1,140 -0.8%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$18.5M 139,834 +969 +0.7%
Comerica Bank
65
Comerica Bank
Texas
$17.6M 132,918 -1,895 -1%
UB
66
UMB Bank
Missouri
$17.2M 130,032 -14,226 -10%
TM
67
TigerOak Management
New Mexico
$16.2M 122,532 +122,532 New
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$15.3M 115,919 +27,833 +32%
TPCW
69
TD Private Client Wealth
New York
$15.2M 115,083 -13,256 -10%
PCG
70
Prosperity Consulting Group
Maryland
$15.2M 114,715 -3,981 -3%
ACM
71
Argent Capital Management
Missouri
$14.6M 110,852 +110,852 New
AAS
72
Avantax Advisory Services
Texas
$14.5M 110,102 +1,335 +1%
Northern Trust
73
Northern Trust
Illinois
$14.5M 109,418 +1,378 +1%
HSWM
74
Hubbell Strickland Wealth Management
Louisiana
$14.5M 109,416 -967 -0.9%
ABC
75
Associated Banc-Corp
Wisconsin
$14.3M 108,542 -452 -0.4%
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3
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