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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 %
PNAA
751
Pictet North America Advisors
Switzerland
$352K – – –
BCP
752
Blue Chip Partners
Michigan
$348K +$1.97K +15 +0.6%
SVWG
753
Shared Vision Wealth Group
United States
$348K – – –
LIA
754
LBMC Investment Advisors
Tennessee
$347K +$262 +2 +0.1%
ARC
755
Advisor Resource Council
Texas
$345K -$4.11M -32,886 -92%
KCFA
756
Key Client Fiduciary Advisors
New Jersey
$342K +$3.94K +30 +1%
PWM
757
Provident Wealth Management
Tennessee
$342K +$1.18K +9 +0.3%
HA
758
HC Advisors
Georgia
$340K – – –
PTC
759
Philadelphia Trust Company
Pennsylvania
$339K – – –
BP
760
Broadleaf Partners
Ohio
$338K – – –
GF
761
Gries Financial
Ohio
$337K – – –
BMM
762
Berkshire Money Management
Massachusetts
$337K +$337K +2,570 New
TFGT
763
TS Financial Group (TSFG)
Illinois
$335K -$88.9K -678 -21%
FLI
764
Family Legacy Inc
South Carolina
$335K -$21K -160 -6%
KAS
765
KPP Advisory Services
Kentucky
$333K +$333K +2,540 New
IFAM
766
Institutional & Family Asset Management
Colorado
$333K -$76.1K -580 -19%
PVI
767
Pine Valley Investments
New Jersey
$331K +$41.2K +314 +14%
CWA
768
Clarity Wealth Advisors
California
$330K +$9.84K +75 +3%
EFG
769
Everhart Financial Group
Ohio
$329K – – –
EIA
770
Eldridge Investment Advisors
New Hampshire
$328K – – –
BOPW
771
Brandywine Oak Private Wealth
Pennsylvania
$328K -$11K -84 -3%
PP
772
Patten & Patten
Tennessee
$326K – – –
BMO
773
Beck Mack & Oliver
New York
$326K – – –
FAG
774
Financial Advisory Group
Texas
$326K -$32.8K -250 -9%
MCM
775
MidAtlantic Capital Management
Virginia
$325K – – –
29 30
31
32 33