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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
15.93%
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 %
VCP
826
Vista Capital Partners
Oregon
$264K -$17.2K -135 -6%
BWP
827
BSW Wealth Partners
Colorado
$264K +$509 +4 +0.2%
CT
828
Colonial Trust
South Carolina
$262K -$1.53K -12 -0.6%
KOMWMG
829
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$1.78K +14 +0.7%
GAG
830
GM Advisory Group
New York
$260K – – –
CGA
831
Crescent Grove Advisors
Illinois
$259K +$127 +1 +0%
GI
832
GAMCO Investors
Connecticut
$259K – – –
ACP
833
Aveo Capital Partners
Colorado
$258K -$58.8K -462 -19%
WB
834
Webster Bank
Connecticut
$258K +$90.3K +710 +54%
OIA
835
Optimum Investment Advisors
Illinois
$257K – – –
SA
836
SpiderRock Advisors
Delaware
$256K -$351K -2,760 -58%
GWM
837
Greenwich Wealth Management
Connecticut
$256K +$3.18K +25 +1%
CAG
838
Crestwood Advisors Group
Massachusetts
$256K -$31.9K -251 -11%
BCM
839
Becker Capital Management
Oregon
$256K -$3.18K -25 -1%
MWA
840
Midland Wealth Advisors
Illinois
$255K -$193K -1,521 -43%
TF
841
Trek Financial
Arizona
$255K +$255K +2,002 New
LA
842
LM Advisors
California
$254K – – –
MCM
843
McDonough Capital Management
Florida
$254K +$1.53K +12 +0.6%
GI
844
Gradient Investments
Minnesota
$254K – – –
FAM
845
Formidable Asset Management
Ohio
$253K +$20.1K +158 +9%
CFGSD
846
Compass Financial Group (South Dakota)
South Dakota
$252K -$48.6K -382 -16%
MFGM
847
Marshall Financial Group (Maryland)
Maryland
$251K +$251K +1,971 New
CFO
848
Collective Family Office
Pennsylvania
$248K – – –
ESB
849
Essex Savings Bank
Connecticut
$248K -$15.4K -121 -6%
IBOK
850
Independence Bank of Kentucky
Kentucky
$247K +$19.2K +151 +8%
32 33
34
35 36