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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
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
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
726
Charles D. Hyman
$381K -$64.1K -488 -14%
SCM
727
Schnieders Capital Management
California
$380K – – –
HFS
728
Hoge Financial Services
Pennsylvania
$379K +$788 +6 +0.2%
FFL
729
Financial Freedom LLC
Ohio
$379K -$252K -1,923 -40%
CRI
730
Colonial River Investments
Virginia
$377K -$1.18M -9,026 -76%
JWBC
731
John W. Brooker & Co
California
$376K +$131 +1 +0%
RWP
732
Revolve Wealth Partners
New Jersey
$375K – – –
SIC
733
Shoker Investment Counsel
Ohio
$374K – – –
SHWM
734
Smith & Howard Wealth Management
Georgia
$374K +$83.2K +634 +29%
USCWA
735
U.S. Capital Wealth Advisors
Texas
$372K -$1.91M -14,529 -84%
SSB
736
Sandy Spring Bank
Maryland
$372K -$558K -4,250 -60%
NAM
737
NTV Asset Management
West Virginia
$371K -$65.6K -500 -15%
EGA
738
Eagle Global Advisors
Texas
$370K +$1.97K +15 +0.5%
BFM
739
Boston Financial Management
Massachusetts
$369K – – –
Bessemer Group
740
Bessemer Group
New Jersey
$368K -$5.77K -44 -2%
NS
741
NBC Securities
Alabama
$368K +$14K +107 +4%
MPCL
742
My Personal CFO LLC
Washington
$367K – – –
SIC
743
Salem Investment Counselors
North Carolina
$365K +$52.5K +400 +17%
GWP
744
Gen-Wealth Partners
Michigan
$362K +$362K +2,757 New
PCH
745
PGIM Custom Harvest
New Jersey
$361K +$102K +779 +39%
KWMG
746
King Wealth Management Group
Florida
$360K -$41.7K -318 -10%
VF
747
VitalStone Financial
Texas
$360K -$8.66K -66 -2%
RWP
748
Ridgecrest Wealth Partners
California
$357K – – –
SEEDPG
749
S.E.E.D. Planning Group
New York
$353K – – –
CIA
750
Choate Investment Advisors
Massachusetts
$352K – – –
28 29
30
31 32