SDY icon

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
16.08%
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 %
MCM
851
McDonough Capital Management
Florida
$260K +$1.31K +10 +0.5%
VVP
852
Venture Visionary Partners
Ohio
$259K -$27.7K -211 -10%
ACM
853
Allred Capital Management
Texas
$259K -$393K -2,999 -60%
ESB
854
Essex Savings Bank
Connecticut
$259K – – –
SFC
855
Strategic Financial Concepts
Texas
$258K +$258K +1,963 New
CFO
856
Collective Family Office
Pennsylvania
$256K – – –
TCBWMS
857
Texas Capital Bank Wealth Management Services
Texas
$255K +$255K +1,946 New
FA
858
Fiduciary Alliance
South Carolina
$254K -$129K -985 -34%
ONSWM
859
Old North State Wealth Management
North Carolina
$253K -$5.39K -41 -2%
PAI
860
Pittenger & Anderson Inc
Nebraska
$253K – – –
CBTWT
861
Community Bank & Trust (Waco, Texas)
Texas
$252K – – –
BAAM
862
Baker Avenue Asset Management
California
$252K -$29.4K -224 -10%
IAS
863
Insigneo Advisory Services
Florida
$252K -$11.9K -91 -5%
GLR
864
Great Lakes Retirement
Ohio
$252K – – –
EW
865
Element Wealth
Mississippi
$250K – – –
HCM
866
Hall Capital Management
Rhode Island
$249K -$39.4K -300 -14%
CBA
867
Coastal Bridge Advisors
Connecticut
$249K – – –
NIWA
868
New Insight Wealth Advisors
California
$249K -$787 -6 -0.3%
SCA
869
Stonebridge Capital Advisors
Minnesota
$248K -$30.2K -230 -11%
MPW
870
Monterey Private Wealth
California
$247K -$40.3K -307 -14%
CA
871
CGN Advisors
Kansas
$246K – – –
IDBONY
872
Israel Discount Bank of New York
New York
$246K – – –
PL
873
Plancorp LLC
Missouri
$246K -$15.5K -118 -6%
PCA
874
Providence Capital Advisors
North Carolina
$246K -$131 -1 -0.1%
BFA
875
Beacon Financial Advisory
Ohio
$246K -$13K -99 -5%
33 34
35
36 37