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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
GF
751
Gries Financial
Ohio
$365K
JCM
752
Janney Capital Management
Pennsylvania
$365K +$347K +2,569 New
PP
753
Patten & Patten
Tennessee
$361K
CIAS
754
Capital Investment Advisory Services
North Carolina
$360K -$47.1K -348 -12%
BA
755
Baugh & Associates
Georgia
$359K -$31.1K -230 -8%
MC
756
McCarthy & Cox
Ohio
$359K +$341K +2,525 New
PVI
757
Pine Valley Investments
New Jersey
$358K +$135 +1 +0%
TFGT
758
TS Financial Group (TSFG)
Illinois
$358K -$4.6K -34 -1%
CWA
759
Clarity Wealth Advisors
California
$357K
PFA
760
Pure Financial Advisors
California
$356K +$339K +2,509 New
CGL
761
Clarius Group LLC
Washington
$356K +$339K +2,509 New
WAS
762
Wealth Advisory Solutions
Indiana
$356K +$5.68K +42 +2%
EIA
763
Eldridge Investment Advisors
New Hampshire
$355K
TW
764
TrinityPoint Wealth
Connecticut
$354K -$9.47K -70 -3%
BMO
765
Beck Mack & Oliver
New York
$353K
MCM
766
MidAtlantic Capital Management
Virginia
$352K
ANHIM
767
Alan N. Hoffman Investment Management
Massachusetts
$351K
MCM
768
Mainstream Capital Management
California
$350K +$333K +2,463 New
QCM
769
QRG Capital Management
Illinois
$349K +$4.87K +36 +1%
TAM
770
Titleist Asset Management
Texas
$345K
CC
771
Callan Capital
California
$345K +$1.76K +13 +0.5%
OAM
772
Oak Asset Management
California
$344K
IWS
773
Insight Wealth Strategies
California
$344K
EWM
774
Evercore Wealth Management
New York
$342K +$18.9K +140 +6%
CCB
775
Cutter & Co Brokerage
Missouri
$341K +$1.76K +13 +0.5%

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.