SDY icon

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
15.93%
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 %
RA
901
Riverstone Advisors
Texas
$214K – – –
HL
902
HeadInvest LLC
Maine
$213K – – –
GGV
903
GG Group Ventures
Florida
$212K +$212K +1,588 New
ML
904
McAdam LLC
Pennsylvania
$212K +$1.02K +8 +0.5%
CFFP
905
Center for Financial Planning
Michigan
$212K -$3.05K -24 -1%
NSIM
906
North Star Investment Management
Illinois
$212K -$11.6K -91 -5%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$211K – – –
ATPW
908
Ashton Thomas Private Wealth
Arizona
$211K -$2.42K -19 -1%
SIC
909
Shoker Investment Counsel
Ohio
$211K -$154K -1,208 -42%
KIA
910
Kraematon Investment Advisors
Massachusetts
$211K -$11.7K -92 -5%
RIA
911
Regal Investment Advisors
Michigan
$209K – – –
WCAMG
912
Woodard & Company Asset Management Group
North Carolina
$209K -$8.27K -65 -4%
KDA
913
Kraft Davis & Associates
Missouri
$208K +$134 +1 +0.1%
BCM
914
Brookstone Capital Management
Illinois
$208K -$30.7K -230 -13%
AFS
915
AFG Fiduciary Services
Massachusetts
$208K – – –
AAM
916
Augustine Asset Management
Florida
$207K +$1.4K +11 +0.7%
PGAM
917
Princeton Global Asset Management
New Jersey
$207K +$890 +7 +0.4%
UFA
918
US Financial Advisors
Massachusetts
$207K – – –
BA
919
Ballast Advisors
Minnesota
$207K – – –
RIL
920
Rothschild Investment LLC
Illinois
$207K – – –
CHC
921
City Holding Co
West Virginia
$207K -$2.54K -20 -1%
GC
922
Gibson Capital
Pennsylvania
$206K – – –
SAM
923
Sequent Asset Management
Texas
$206K -$191K -1,499 -48%
QCG
924
Quadrant Capital Group
Ohio
$206K – – –
SCA
925
Stonebridge Capital Advisors
Minnesota
$205K -$35.5K -279 -15%
35 36
37
38 39