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State Street SPDR S&P Dividend ETF

1,155 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 296 increasing their positions, 449 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $6.48M

9% more capital invested

Capital invested by funds: $8.45B → $9.23B (+$782M)

5% more funds holding

Funds holding: 1,1031,155 (+52)

0.64% more ownership

Funds ownership: 42.72%43.37% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

34% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 449

Holders
1,155
Holders Change
+52
Holders Change %
+4.71%
% of All Funds
16.59%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
108
Increased
296
Reduced
449
Closed
42
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
801
Fagan Associates
New York
$316K -$13.3K -98 -4%
VFPW
802
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K -$185K -1,368 -38%
TLFA
803
True Link Financial Advisors
California
$315K
TA
804
TFB Advisors
Kansas
$313K +$15.4K +114 +5%
TWM
805
Thrive Wealth Management
Pennsylvania
$313K -$25.2K -186 -8%
ML
806
Mayport LLC
Massachusetts
$312K
NFP
807
Narus Financial Partners
Utah
$312K
CT
808
Caldwell Trust
Florida
$312K -$11.1K -82 -4%
LWL
809
Leo Wealth LLC
Texas
$311K -$128K -946 -30%
CCT
810
Chemung Canal Trust
New York
$310K
NFG
811
Nations Financial Group
Iowa
$309K -$48.1K -356 -14%
EW
812
Evoke Wealth
California
$309K +$294K +2,177 New
JFG
813
JMG Financial Group
Illinois
$306K
FB
814
Fulton Bank
Pennsylvania
$305K
CIG
815
Cascade Investment Group
Colorado
$304K -$23.8K -176 -8%
JHCP
816
Jackson Hole Capital Partners
Oklahoma
$302K
IDA
817
Intelligence Driven Advisers
California
$302K +$1.62K +12 +0.6%
KPWG
818
KFA Private Wealth Group
Virginia
$301K +$541 +4 +0.2%
KIG
819
Kowal Investment Group
Wisconsin
$300K +$1.89K +14 +0.7%
WBCM
820
Wilson & Boucher Capital Management
California
$298K
BIAS
821
Beacon Investment Advisory Services
New Jersey
$297K
JWCA
822
J.W. Coons Advisors
Ohio
$296K
VCP
823
Vista Capital Partners
Oregon
$295K
CP
824
Creekside Partners
California
$293K +$279K +2,064 New
KOMWMG
825
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$1.49K +11 +0.5%

SDY Hedge Fund Activity: Q3 2024 in Review

1,155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2024, worth a combined $9.23B — up 9.3% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SDY positions and 42 closed out — a net gain of 66 holders — while 296 added to existing stakes and 449 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $158M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $45.5M sold.

  • 1,155 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2024, up from 1,103 in Q2 2024.
  • Funds reported $9.23B of State Street SPDR S&P Dividend ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 108 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2024 and 42 closed out, a net change of +66 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $158M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2024 was Nan Shan Life Insurance, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2024.