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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 %
PW
826
Peninsula Wealth
California
$282K – – –
BTI
827
Blue Trust Inc
Georgia
$282K +$25.5K +194 +10%
WKWM
828
Walter & Keenan Wealth Management
Indiana
$279K – – –
KPWG
829
KFA Private Wealth Group
Virginia
$278K +$278K +2,115 New
TF
830
Tompkins Financial
New York
$276K +$29.4K +224 +12%
WBCM
831
Wilson & Boucher Capital Management
California
$276K – – –
DWP
832
Daymark Wealth Partners
Ohio
$275K +$275K +2,095 New
BIAS
833
Beacon Investment Advisory Services
New Jersey
$274K -$11.3K -86 -4%
JWCA
834
J.W. Coons Advisors
Ohio
$274K – – –
CT
835
Colonial Trust
South Carolina
$272K -$140K -1,070 -34%
FA
836
Fagan Associates
New York
$272K +$262 +2 +0.1%
BWP
837
BSW Wealth Partners
Colorado
$272K +$272K +2,069 New
KIG
838
Kowal Investment Group
Wisconsin
$271K +$2.36K +18 +0.9%
FB
839
Fulton Bank
Pennsylvania
$270K -$1.26K -10 -0.5%
GAG
840
GM Advisory Group
New York
$268K – – –
CGA
841
Crescent Grove Advisors
Illinois
$268K -$26K -198 -9%
GI
842
GAMCO Investors
Connecticut
$267K – – –
BCM
843
Becker Capital Management
Oregon
$267K – – –
KOMWMG
844
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K -$155K -1,177 -37%
TA
845
TFB Advisors
Kansas
$266K +$266K +2,090 New
BP
846
Ballentine Partners
Massachusetts
$266K -$19.7K -150 -7%
OIA
847
Optimum Investment Advisors
Illinois
$266K -$4.59K -35 -2%
LA
848
LM Advisors
California
$262K – – –
GI
849
Gradient Investments
Minnesota
$262K -$98.4K -750 -27%
GWM
850
Greenwich Wealth Management
Connecticut
$261K -$35.1K -268 -12%
32 33
34
35 36