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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 %
TW
776
TrinityPoint Wealth
Connecticut
$325K -$18K -137 -5%
ANHIM
777
Alan N. Hoffman Investment Management
Massachusetts
$324K – – –
CIG
778
Cascade Investment Group
Colorado
$324K -$13K -99 -4%
MW
779
Marcum Wealth
Ohio
$323K +$19.4K +148 +6%
HIP
780
HUB Investment Partners
Texas
$321K +$24.3K +185 +8%
MAG
781
Mayfair Advisory Group
Alabama
$321K -$235K -1,789 -42%
ACP
782
Aveo Capital Partners
Colorado
$320K -$1.16K -9 -0.4%
AC
783
ASB Consultores
Florida
$320K -$919 -7 -0.3%
WAS
784
Wealth Advisory Solutions
Indiana
$319K +$7.22K +55 +2%
CC
785
Callan Capital
California
$319K +$1.71K +13 +0.5%
TAM
786
Titleist Asset Management
Texas
$319K – – –
OAM
787
Oak Asset Management
California
$318K -$118K -900 -27%
CWM
788
Core Wealth Management
Florida
$317K -$30.8K -235 -9%
QCM
789
QRG Capital Management
Illinois
$316K -$26.1K -199 -8%
IIC
790
Integrated Investment Consultants
Michigan
$316K – – –
SAG
791
SageView Advisory Group
California
$315K +$93.8K +1,759 +42%
TH
792
TCTC Holdings
Texas
$315K – – –
VPP
793
Vertex Planning Partners
Illinois
$315K – – –
VHAM
794
Van Hulzen Asset Management
California
$314K +$314K +2,392 New
NFG
795
Nations Financial Group
Iowa
$314K +$262 +2 +0.1%
CTWM
796
Cherry Tree Wealth Management
Minnesota
$312K – – –
BWP
797
Bernardo Wealth Planning
Pennsylvania
$312K – – –
CCB
798
Cutter & Co Brokerage
Missouri
$312K +$2.36K +18 +0.8%
CFGSD
799
Compass Financial Group (South Dakota)
South Dakota
$311K -$91.4K -696 -23%
CAM
800
Covenant Asset Management
New Jersey
$306K – – –
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