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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 %
RRCM
826
Rappaport Reiches Capital Management
Illinois
$298K – – –
KAS
827
KPP Advisory Services
Kentucky
$298K +$528 +4 +0.2%
MIM
828
MTM Investment Management
South Carolina
$297K – – –
CSIC
829
Clifford Swan Investment Counsel
California
$295K – – –
IFWM
830
Institute for Wealth Management
Colorado
$294K – – –
HCP
831
Hardin Capital Partners
South Carolina
$294K -$9.25K -70 -3%
FA
832
Fagan Associates
New York
$294K +$396 +3 +0.1%
ATPW
833
Ashton Thomas Private Wealth
Arizona
$294K +$74.5K +564 +34%
EW
834
Element Wealth
Mississippi
$293K +$41.5K +314 +16%
RC
835
Roundview Capital
New Jersey
$293K +$66.1K +500 +29%
TLFA
836
True Link Financial Advisors
California
$293K – – –
TWM
837
Thrive Wealth Management
Pennsylvania
$291K +$528 +4 +0.2%
NFP
838
Narus Financial Partners
Utah
$291K – – –
ML
839
Mayport LLC
Massachusetts
$291K – – –
IDA
840
Intelligence Driven Advisers
California
$290K +$9.12K +69 +3%
CCT
841
Chemung Canal Trust
New York
$289K – – –
EW
842
Evoke Wealth
California
$288K – – –
LIM
843
Loudon Investment Management
New Hampshire
$287K -$111K -840 -28%
CFG
844
Clayton Financial Group
Missouri
$286K -$75.8K -574 -21%
TW
845
TrinityPoint Wealth
Connecticut
$285K -$43.9K -332 -13%
SFC
846
Strategic Financial Concepts
Texas
$285K +$285K +2,157 New
JFG
847
JMG Financial Group
Illinois
$285K – – –
CIG
848
Cascade Investment Group
Colorado
$283K – – –
MWM
849
Modern Wealth Management
Kansas
$283K +$283K +2,139 New
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$281K +$132 +1 +0%
32 33
34
35 36