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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 %
EWA
776
Exencial Wealth Advisors
Oklahoma
$341K -$45.8K -347 -12%
PTC
777
Philadelphia Trust Company
Pennsylvania
$341K – – –
GAM
778
GEM Asset Management
Michigan
$340K -$75K -568 -18%
GF
779
Gries Financial
Ohio
$339K – – –
BMM
780
Berkshire Money Management
Massachusetts
$339K +$339K +2,570 New
PFA
781
Pettinga Financial Advisors
Indiana
$338K +$338K +2,560 New
VPP
782
Vertex Planning Partners
Illinois
$336K +$19.7K +149 +6%
PP
783
Patten & Patten
Tennessee
$336K – – –
CIAS
784
Capital Investment Advisory Services
North Carolina
$335K – – –
WAS
785
Wealth Advisory Solutions
Indiana
$334K +$3.17K +24 +1%
MC
786
McCarthy & Cox
Ohio
$334K +$132 +1 +0%
PVI
787
Pine Valley Investments
New Jersey
$334K +$264 +2 +0.1%
TFGT
788
TS Financial Group (TSFG)
Illinois
$333K – – –
BW
789
BXM Wealth
Colorado
$333K +$333K +2,520 New
PPWP
790
Premier Path Wealth Partners
New Jersey
$332K +$145K +1,097 +77%
CGL
791
Clarius Group LLC
Washington
$331K – – –
EIA
792
Eldridge Investment Advisors
New Hampshire
$330K – – –
CCG
793
Cypress Capital Group
Florida
$330K -$306K -2,319 -48%
BMO
794
Beck Mack & Oliver
New York
$328K – – –
MCM
795
MidAtlantic Capital Management
Virginia
$327K – – –
ANHIM
796
Alan N. Hoffman Investment Management
Massachusetts
$326K – – –
IAS
797
Insigneo Advisory Services
Florida
$326K +$80.5K +609 +33%
MCM
798
Mainstream Capital Management
California
$326K +$925 +7 +0.3%
CC
799
Callan Capital
California
$326K +$5.68K +43 +2%
CPP
800
Capasso Planning Partners
South Carolina
$326K -$126K -954 -28%
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