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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
16.07%
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 %
FG
901
Fiduciary Group
Georgia
$228K +$228K +1,738 New
OHWP
902
Oak Harbor Wealth Partners
North Carolina
$227K -$243K -1,851 -52%
Luther King Capital Management (LKCM)
903
Luther King Capital Management (LKCM)
Texas
$227K -$201K – –
RC
904
Roundview Capital
New Jersey
$226K – – –
BWP
905
Balboa Wealth Partners
Arizona
$225K +$225K +1,715 New
EP
906
EPIQ Partners
Minnesota
$224K – – –
CAM
907
Crestone Asset Management
Colorado
$224K – – –
FCP
908
Fidelis Capital Partners
Florida
$224K +$224K +1,708 New
WCAMG
909
Woodard & Company Asset Management Group
North Carolina
$224K – – –
APWM
910
Atlas Private Wealth Management
New York
$223K – – –
MWM
911
Marion Wealth Management
Pennsylvania
$223K -$9.98K -76 -4%
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$222K +$31.2K +238 +16%
KCM
913
Kathmere Capital Management
Pennsylvania
$222K – – –
CFFP
914
Center for Financial Planning
Michigan
$221K +$3.15K +24 +1%
RA
915
Riverstone Advisors
Texas
$220K – – –
ATPW
916
Ashton Thomas Private Wealth
Arizona
$220K +$394 +3 +0.2%
HL
917
HeadInvest LLC
Maine
$220K +$3.28K +25 +2%
SXL
918
Summit X LLC
Missouri
$219K -$7.61K -58 -3%
PWMAG
919
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$59.2K -451 -21%
ML
920
McAdam LLC
Pennsylvania
$217K -$5.65K -43 -3%
CHC
921
City Holding Co
West Virginia
$216K -$6.17K -47 -3%
RIA
922
Regal Investment Advisors
Michigan
$216K -$48.8K -372 -18%
WAG
923
Wallace Advisory Group
California
$214K -$13.1K -105 -6%
BA
924
Ballast Advisors
Minnesota
$213K – – –
UFA
925
US Financial Advisors
Massachusetts
$213K +$213K +1,626 New
35 36
37
38 39