SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
751
Salem Investment Counselors
North Carolina
$367K – – –
HFS
752
Hoge Financial Services
Pennsylvania
$366K -$19.7K -149 -5%
GWP
753
Gen-Wealth Partners
Michigan
$364K – – –
KCFA
754
Key Client Fiduciary Advisors
New Jersey
$364K +$4.23K +32 +1%
MWM
755
Maridea Wealth Management
New York
$363K +$363K +2,751 New
EGA
756
Eagle Global Advisors
Texas
$361K -$13.2K -100 -4%
BW
757
Bison Wealth
Georgia
$360K +$793 +6 +0.2%
RWP
758
Ridgecrest Wealth Partners
California
$360K – – –
AFG
759
Albion Financial Group
Utah
$359K -$74K -560 -17%
YP
760
YANKCOM Partnership
South Dakota
$359K +$359K +2,715 New
ANBT
761
American National Bank & Trust
Texas
$357K -$59.4K -450 -14%
SEEDPG
762
S.E.E.D. Planning Group
New York
$355K – – –
PNAA
763
Pictet North America Advisors
Switzerland
$354K – – –
TAM
764
Titleist Asset Management
Texas
$352K +$30.9K +234 +10%
SVWG
765
Shared Vision Wealth Group
United States
$350K – – –
LIA
766
LBMC Investment Advisors
Tennessee
$350K +$396 +3 +0.1%
DCM
767
Delta Capital Management
New Jersey
$350K +$350K +2,650 New
RIA
768
Realta Investment Advisors
Delaware
$349K +$85.3K +647 +32%
SW
769
SkyOak Wealth
Michigan
$349K -$19K -144 -5%
PWM
770
Provident Wealth Management
Tennessee
$348K +$1.59K +12 +0.5%
TVAMP
771
Tennessee Valley Asset Management Partners
Tennessee
$348K -$25.9K -196 -7%
CA
772
CGN Advisors
Kansas
$347K +$528 +4 +0.2%
KCM
773
Kanawha Capital Management
Virginia
$346K -$13.2K -100 -4%
WIC
774
Woodmont Investment Counsel
Tennessee
$344K +$1.45K +11 +0.4%
UAG
775
United Advisor Group
Ohio
$343K -$5.02K -38 -1%
29 30
31
32 33