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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 %
WKWM
801
Walter & Keenan Wealth Management
Indiana
$289K +$18.4K +145 +7%
KAS
802
KPP Advisory Services
Kentucky
$289K -$34.5K -271 -11%
EWM
803
Evercore Wealth Management
New York
$288K – – –
RWM
804
Revisor Wealth Management
Ohio
$288K -$288K -2,266 -50%
HPC
805
HM Payson & Co
Maine
$288K – – –
MIM
806
MTM Investment Management
South Carolina
$286K – – –
Empower Advisory Group
807
Empower Advisory Group
Colorado
$284K -$208K -1,632 -42%
CSIC
808
Clifford Swan Investment Counsel
California
$284K -$12.7K -100 -4%
IFWM
809
Institute for Wealth Management
Colorado
$283K – – –
FFA
810
Farther Finance Advisors
California
$283K +$224K +1,775 +375%
TLFA
811
True Link Financial Advisors
California
$282K +$282K +2,215 New
Renaissance Technologies
812
Renaissance Technologies
New York
$280K -$1.58M -12,400 -85%
NFP
813
Narus Financial Partners
Utah
$280K – – –
ML
814
Mayport LLC
Massachusetts
$280K – – –
CCT
815
Chemung Canal Trust
New York
$278K – – –
JFG
816
JMG Financial Group
Illinois
$274K -$11.1K -87 -4%
FB
817
Fulton Bank
Pennsylvania
$273K – – –
JHCP
818
Jackson Hole Capital Partners
Oklahoma
$270K -$15.5K -122 -5%
KPWG
819
KFA Private Wealth Group
Virginia
$270K +$509 +4 +0.2%
IDA
820
Intelligence Driven Advisers
California
$269K +$269K +2,113 New
KIG
821
Kowal Investment Group
Wisconsin
$267K +$4.45K +35 +2%
WBCM
822
Wilson & Boucher Capital Management
California
$267K – – –
TA
823
TFB Advisors
Kansas
$266K +$382 +3 +0.1%
BIAS
824
Beacon Investment Advisory Services
New Jersey
$266K – – –
JWCA
825
J.W. Coons Advisors
Ohio
$265K – – –
31 32
33
34 35