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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Core Wealth Management
Florida
$304K – – –
BWP
827
Bernardo Wealth Planning
Pennsylvania
$304K – – –
RIM
828
Rockbridge Investment Management
New York
$303K +$320K +2,291 New
IGGA
829
Iron Gate Global Advisors
Utah
$302K – – –
RBC
830
Romano Brothers & Co
Illinois
$302K – – –
BP
831
Broadleaf Partners
Ohio
$301K -$41.9K -300 -12%
HPC
832
HM Payson & Co
Maine
$299K – – –
RRCM
833
Rappaport Reiches Capital Management
Illinois
$298K – – –
KAS
834
KPP Advisory Services
Kentucky
$298K +$559 +4 +0.2%
MIM
835
MTM Investment Management
South Carolina
$297K – – –
CSIC
836
Clifford Swan Investment Counsel
California
$295K – – –
IFWM
837
Institute for Wealth Management
Colorado
$294K – – –
HCP
838
Hardin Capital Partners
South Carolina
$294K -$9.78K -70 -3%
FA
839
Fagan Associates
New York
$294K +$419 +3 +0.1%
ATPW
840
Ashton Thomas Private Wealth
Arizona
$294K +$78.8K +564 +34%
EW
841
Element Wealth
Mississippi
$293K +$43.9K +314 +16%
RC
842
Roundview Capital
New Jersey
$293K +$69.8K +500 +29%
TLFA
843
True Link Financial Advisors
California
$293K – – –
TWM
844
Thrive Wealth Management
Pennsylvania
$291K +$559 +4 +0.2%
ML
845
Mayport LLC
Massachusetts
$291K – – –
NFP
846
Narus Financial Partners
Utah
$291K – – –
CT
847
Caldwell Trust
Florida
$290K – – –
IDA
848
Intelligence Driven Advisers
California
$290K +$9.64K +69 +3%
APW
849
Aventura Private Wealth
Florida
$289K +$306K +2,188 New
CCT
850
Chemung Canal Trust
New York
$289K – – –
32 33
34
35 36

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.