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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 %
IWS
776
Insight Wealth Strategies
California
$308K +$308K +2,419 New
CC
777
Callan Capital
California
$307K -$2.54K -20 -0.8%
VAS
778
Vestmark Advisory Solutions
Massachusetts
$306K +$18.8K +148 +7%
TH
779
TCTC Holdings
Texas
$305K – – –
VPP
780
Vertex Planning Partners
Illinois
$305K – – –
FLI
781
Family Legacy Inc
South Carolina
$304K -$19.8K -156 -6%
CCB
782
Cutter & Co Brokerage
Missouri
$304K +$1.4K +11 +0.5%
TWM
783
Thrive Wealth Management
Pennsylvania
$304K +$81.7K +642 +37%
CTWM
784
Cherry Tree Wealth Management
Minnesota
$303K – – –
BWP
785
Bernardo Wealth Planning
Pennsylvania
$300K -$2.93K -23 -1%
EGM
786
Engineers Gate Manager
New York
$299K +$299K +2,353 New
MW
787
Marcum Wealth
Ohio
$299K -$14.5K -114 -5%
TF
788
Tompkins Financial
New York
$298K +$29.9K +235 +11%
FFL
789
Financial Freedom LLC
Ohio
$296K -$70.8K -557 -19%
FA
790
Fagan Associates
New York
$295K +$32.1K +252 +12%
CIG
791
Cascade Investment Group
Colorado
$295K -$19.1K -150 -6%
WA
792
Wealthstream Advisors
New York
$294K – – –
HCP
793
Hardin Capital Partners
South Carolina
$294K +$294K +2,308 New
FFS
794
Founders Financial Securities
Maryland
$293K +$293K +2,305 New
SLC
795
Second Line Capital
Louisiana
$293K -$120K -944 -29%
CWM
796
Core Wealth Management
Florida
$292K -$14.8K -116 -5%
VHAM
797
Van Hulzen Asset Management
California
$292K -$12.5K -98 -4%
IGGA
798
Iron Gate Global Advisors
Utah
$291K – – –
RBC
799
Romano Brothers & Co
Illinois
$291K – – –
WMA
800
West Michigan Advisors
Michigan
$291K +$65.6K +516 +29%
30 31
32
33 34