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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
MPCL
726
My Personal CFO LLC
Washington
$398K
SW
727
SkyOak Wealth
Michigan
$396K
SIC
728
Salem Investment Counselors
North Carolina
$395K
SIG
729
Spinnaker Investment Group
California
$394K -$210K -1,556 -36%
CFG
730
Clayton Financial Group
Missouri
$389K +$371K +2,741 New
VF
731
VitalStone Financial
Texas
$389K
RWP
732
Ridgecrest Wealth Partners
California
$387K
BW
733
Bison Wealth
Georgia
$387K +$368K +2,722 New
KCFA
734
Key Client Fiduciary Advisors
New Jersey
$386K +$13.3K +98 +4%
KCM
735
Kanawha Capital Management
Virginia
$386K -$27K -200 -7%
GWP
736
Gen-Wealth Partners
Michigan
$383K
GS
737
GTS Securities
New York
$382K -$4.65M -34,376 -93%
SEEDPG
738
S.E.E.D. Planning Group
New York
$382K
PNAA
739
Pictet North America Advisors
Switzerland
$381K
SVWG
740
Shared Vision Wealth Group
United States
$377K
LIA
741
LBMC Investment Advisors
Tennessee
$376K -$35.2K -260 -9%
UAG
742
United Advisor Group
Ohio
$374K -$15K -111 -4%
FCA
743
Fortis Capital Advisors
Kansas
$373K -$96K -710 -21%
PWM
744
Provident Wealth Management
Tennessee
$373K +$1.22K +9 +0.3%
CA
745
CGN Advisors
Kansas
$372K -$37.3K -276 -10%
RWB
746
RMR Wealth Builders
New Jersey
$372K +$354K +2,619 New
WIC
747
Woodmont Investment Counsel
Tennessee
$368K +$351K +2,592 New
TSS
748
Two Sigma Securities
New York
$367K -$687K -5,083 -66%
BP
749
Broadleaf Partners
Ohio
$366K
PTC
750
Philadelphia Trust Company
Pennsylvania
$366K

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.