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State Street SPDR S&P Dividend ETF
SDY

1,155 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 296 increasing their positions, 449 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $6.48M

9% more capital invested

Capital invested by funds: $8.45B → $9.23B (+$782M)

5% more funds holding

Funds holding: 1,103 → 1,155 (+52)

0.64% more ownership

Funds ownership: 42.72% → 43.37% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

34% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 449

Holders
1,155
Holders Change
+52
Holders Change %
+4.71%
% of All Funds
16.59%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.62%
New
108
Increased
296
Reduced
449
Closed
42
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$158M
2
JP Morgan Chase
JP Morgan Chase
New York
+$16.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.41M
4
GB
Gunma Bank
Japan
+$9.06M
5
HCP
Holt Capital Partners
Texas
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$45.5M
2
Ameriprise
Ameriprise
Minnesota
-$31.6M
3
ODG
O'Dell Group
Ohio
-$25.4M
4
Bank of America
Bank of America
North Carolina
-$19.2M
5
LPL Financial
LPL Financial
California
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
901
North Star Investment Management
Illinois
$236K – – –
ATPW
902
Ashton Thomas Private Wealth
Arizona
$236K +$406 +3 +0.2%
WP
903
WMS Partners
Maryland
$236K +$225K +1,660 New
SIC
904
Shoker Investment Counsel
Ohio
$236K +$406 +3 +0.2%
AF
905
Arrow Financial
New York
$233K +$222K +1,642 New
BA
906
Ballast Advisors
Minnesota
$233K +$2.03K +15 +0.9%
AAM
907
Augustine Asset Management
Florida
$233K +$1.22K +9 +0.6%
WCAMG
908
Woodard & Company Asset Management Group
North Carolina
$233K – – –
CFFP
909
Center for Financial Planning
Michigan
$232K -$4.06K -30 -2%
PGAM
910
Princeton Global Asset Management
New Jersey
$231K +$135 +1 +0.1%
UFA
911
US Financial Advisors
Massachusetts
$231K – – –
RIL
912
Rothschild Investment LLC
Illinois
$231K – – –
GC
913
Gibson Capital
Pennsylvania
$230K – – –
QCG
914
Quadrant Capital Group
Ohio
$230K – – –
SAM
915
Sequent Asset Management
Texas
$230K – – –
MWM
916
Marion Wealth Management
Pennsylvania
$228K -$13.4K -99 -6%
CIA
917
Caerus Investment Advisors
Texas
$227K – – –
FFA
918
First Foundation Advisors
California
$227K – – –
FFWM
919
Future Financial Wealth Management
Ohio
$227K – – –
VNA
920
Valley National Advisers
Pennsylvania
$227K -$16.2K -120 -7%
DTC
921
Davidson Trust Company
Washington
$227K – – –
FMII
922
Farmers & Merchants Investments Inc
Nebraska
$227K – – –
CAG
923
Crestwood Advisors Group
Massachusetts
$226K -$56.5K -418 -21%
FNBOMD
924
First National Bank of Mount Dora
Florida
$226K +$215K +1,590 New
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$225K -$10.3K -76 -5%
35 36
37
38 39

SDY Hedge Fund Activity: Q3 2024 in Review

1,155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2024, worth a combined $9.23B — up 9.3% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SDY positions and 42 closed out — a net gain of 66 holders — while 296 added to existing stakes and 449 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $158M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $45.5M sold.

  • 1,155 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2024, up from 1,103 in Q2 2024.
  • Funds reported $9.23B of State Street SPDR S&P Dividend ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 108 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2024 and 42 closed out, a net change of +66 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $158M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2024 was Nan Shan Life Insurance, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2024.