SDY icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.92%
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
Wealth Enhancement Advisory Services
Minnesota
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
726
Summit X LLC
Missouri
$363K +$149K +1,158 +69%
RWP
727
Revolve Wealth Partners
New Jersey
$363K – – –
GIA
728
Gladstone Institutional Advisory
Florida
$362K -$35K -275 -9%
EGA
729
Eagle Global Advisors
Texas
$361K +$1.91K +15 +0.5%
BCA
730
Bay Colony Advisors
Massachusetts
$360K -$14.5K -114 -4%
NAM
731
NTV Asset Management
West Virginia
$360K – – –
NS
732
NBC Securities
Alabama
$358K +$1.14K +9 +0.3%
BFM
733
Boston Financial Management
Massachusetts
$357K – – –
MPCL
734
My Personal CFO LLC
Washington
$356K – – –
SW
735
SkyOak Wealth
Michigan
$354K +$74.8K +588 +27%
SIC
736
Salem Investment Counselors
North Carolina
$354K – – –
GWP
737
Gen-Wealth Partners
Michigan
$351K – – –
KWMG
738
King Wealth Management Group
Florida
$349K – – –
UAG
739
United Advisor Group
Ohio
$349K +$153K +1,205 +78%
VF
740
VitalStone Financial
Texas
$348K -$382 -3 -0.1%
ACA
741
Aptus Capital Advisors
Alabama
$348K -$153K -1,205 -31%
RWP
742
Ridgecrest Wealth Partners
California
$346K – – –
SEEDPG
743
S.E.E.D. Planning Group
New York
$342K – – –
PNAA
744
Pictet North America Advisors
Switzerland
$341K – – –
BCP
745
Blue Chip Partners
Michigan
$340K +$2.29K +18 +0.7%
SVWG
746
Shared Vision Wealth Group
United States
$337K – – –
KCFA
747
Key Client Fiduciary Advisors
New Jersey
$334K +$2.16K +17 +0.7%
PWM
748
Provident Wealth Management
Tennessee
$332K +$1.4K +11 +0.4%
TVAMP
749
Tennessee Valley Asset Management Partners
Tennessee
$330K +$330K +2,591 New
Fisher Asset Management
750
Fisher Asset Management
Washington
$328K +$328K +2,581 New
28 29
30
31 32