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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
15.92%
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 %
PAI
851
Pittenger & Anderson Inc
Nebraska
$245K – – –
CBTWT
852
Community Bank & Trust (Waco, Texas)
Texas
$244K – – –
GLR
853
Great Lakes Retirement
Ohio
$244K – – –
VT
854
Vise Technologies
New York
$243K +$243K +1,911 New
PIM
855
Penobscot Investment Management
Massachusetts
$243K -$41.6K -327 -15%
EW
856
Element Wealth
Mississippi
$243K – – –
FA
857
Fiduciary Alliance
South Carolina
$242K -$3.42K -27 -1%
HCM
858
Hall Capital Management
Rhode Island
$242K – – –
CBA
859
Coastal Bridge Advisors
Connecticut
$241K – – –
WF
860
WoodTrust Financial
Wisconsin
$241K +$241K +1,894 New
NIWA
861
New Insight Wealth Advisors
California
$241K -$254 -2 -0.1%
PL
862
Plancorp LLC
Missouri
$240K +$1.65K +13 +0.7%
GI
863
GAMMA Investing
California
$240K +$53K +417 +28%
BFA
864
Beacon Financial Advisory
Ohio
$239K +$636 +5 +0.3%
ONSWM
865
Old North State Wealth Management
North Carolina
$236K -$9.18K -72 -4%
VVP
866
Venture Visionary Partners
Ohio
$236K -$15.3K -120 -6%
TLA
867
Tanglewood Legacy Advisors
Texas
$235K – – –
RB
868
Rodgers Brothers
Pennsylvania
$235K – – –
BCP
869
Berkeley Capital Partners
Georgia
$235K -$1.91K -15 -0.8%
GGI
870
Godsey & Gibb Inc
Virginia
$234K +$1.02K +8 +0.4%
OFS
871
Oldfather Financial Services
Nebraska
$234K – – –
WN
872
Williams & Novak
California
$233K +$233K +1,833 New
PCA
873
Providence Capital Advisors
North Carolina
$232K -$5.72K -45 -2%
WFA
874
WestHill Financial Advisors
California
$232K – – –
WAM
875
Worth Asset Management
Texas
$231K – – –
33 34
35
36 37