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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 %
CRI
751
Colonial River Investments
Virginia
$328K -$37.4K -294 -10%
BP
752
Broadleaf Partners
Ohio
$328K +$509 +4 +0.2%
PTC
753
Philadelphia Trust Company
Pennsylvania
$328K – – –
GF
754
Gries Financial
Ohio
$327K – – –
TW
755
TrinityPoint Wealth
Connecticut
$326K +$11.2K +88 +4%
TFGT
756
TS Financial Group (TSFG)
Illinois
$325K – – –
PP
757
Patten & Patten
Tennessee
$324K +$7.63K +60 +2%
IFAM
758
Institutional & Family Asset Management
Colorado
$323K – – –
AC
759
ASB Consultores
Florida
$322K +$12K +94 +4%
NFG
760
Nations Financial Group
Iowa
$322K +$18.1K +142 +6%
BOPW
761
Brandywine Oak Private Wealth
Pennsylvania
$321K +$3.31K +26 +1%
PVI
762
Pine Valley Investments
New Jersey
$321K +$254 +2 +0.1%
CWA
763
Clarity Wealth Advisors
California
$320K – – –
Qube Research & Technologies (QRT)
764
Qube Research & Technologies (QRT)
United Kingdom
$319K -$3.01M -23,669 -90%
EIA
765
Eldridge Investment Advisors
New Hampshire
$318K – – –
IIC
766
Integrated Investment Consultants
Michigan
$316K – – –
IGWM
767
ICA Group Wealth Management
Colorado
$316K -$709K -5,572 -69%
BMO
768
Beck Mack & Oliver
New York
$316K – – –
MCM
769
MidAtlantic Capital Management
Virginia
$315K – – –
ANHIM
770
Alan N. Hoffman Investment Management
Massachusetts
$314K – – –
WAS
771
Wealth Advisory Solutions
Indiana
$313K +$3.94K +31 +1%
BTI
772
Blue Trust Inc
Georgia
$309K +$26.9K +205 +10%
TAM
773
Titleist Asset Management
Texas
$309K – – –
OAM
774
Oak Asset Management
California
$308K – – –
QCM
775
QRG Capital Management
Illinois
$308K +$1.27K +10 +0.4%
29 30
31
32 33