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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 %
CAM
851
Covenant Asset Management
New Jersey
$280K -$596K -4,512 -68%
WBCM
852
Wilson & Boucher Capital Management
California
$277K – – –
KOMWMG
853
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$5.42K +41 +2%
BIAS
854
Beacon Investment Advisory Services
New Jersey
$276K – – –
JWCA
855
J.W. Coons Advisors
Ohio
$275K – – –
VCP
856
Vista Capital Partners
Oregon
$274K – – –
AFA
857
Avant Financial Advisors
Texas
$273K +$273K +2,065 New
RFP
858
Root Financial Partners
California
$272K +$272K +2,061 New
MFGM
859
Marshall Financial Group (Maryland)
Maryland
$270K – – –
VVP
860
Venture Visionary Partners
Ohio
$270K +$25.1K +190 +10%
FFA
861
Fortune Financial Advisors
Kansas
$270K – – –
CT
862
Colonial Trust
South Carolina
$270K -$2.25K -17 -0.8%
GI
863
GAMCO Investors
Connecticut
$269K – – –
WMWM
864
Wilkins Miller Wealth Management
Alabama
$268K +$268K +2,028 New
RIG
865
RiverFront Investment Group
Virginia
$268K +$268K +2,027 New
OIA
866
Optimum Investment Advisors
Illinois
$267K – – –
MCM
867
McDonough Capital Management
Florida
$267K +$1.85K +14 +0.7%
CRI
868
Colonial River Investments
Virginia
$266K -$42.4K -321 -14%
TF
869
Tompkins Financial
New York
$266K -$43.6K -330 -14%
BCM
870
Becker Capital Management
Oregon
$265K – – –
LWL
871
Leo Wealth LLC
Texas
$264K -$25.2K -191 -9%
TIM
872
Thompson Investment Management
Wisconsin
$264K +$264K +2,000 New
LA
873
LM Advisors
California
$264K – – –
FAM
874
Formidable Asset Management
Ohio
$263K – – –
CIAS
875
CBIZ Investment Advisory Services
Ohio
$262K – – –
33 34
35
36 37