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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
15.93%
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 %
FFA
926
First Foundation Advisors
California
$203K – – –
FFWM
927
Future Financial Wealth Management
Ohio
$203K – – –
CIA
928
Caerus Investment Advisors
Texas
$203K – – –
DTC
929
Davidson Trust Company
Washington
$203K +$203K +1,597 New
FMII
930
Farmers & Merchants Investments Inc
Nebraska
$203K +$171K +1,345 +538%
PCA
931
Prosperity Capital Advisors
Ohio
$203K -$3.82K -30 -2%
RFA
932
Rollins Financial Advisors
New York
$202K +$202K +1,588 New
CIA
933
Choate Investment Advisors
Massachusetts
$202K -$140K -1,100 -41%
OHWP
934
Oak Harbor Wealth Partners
North Carolina
$201K -$19.1K -150 -9%
GWSG
935
GPS Wealth Strategies Group
Colorado
$200K +$138K +1,086 +222%
BA
936
Bristlecone Advisors
Washington
$199K +$199K +1,564 New
BBHC
937
Brown Brothers Harriman & Co
New York
$199K -$5.09K -40 -2%
BSB
938
Bangor Savings Bank
Maine
$198K -$25.4K -200 -11%
MPWT
939
MassMutual Private Wealth & Trust
Connecticut
$196K -$9.67K -76 -5%
AF
940
Advisornet Financial
Minnesota
$190K -$104K -817 -35%
SFC
941
Strategic Financial Concepts
Texas
$188K +$184K +86,729 +4,418%
ATC
942
Adirondack Trust Company
New York
$186K – – –
TCG
943
Transcendent Capital Group
Oklahoma
$184K – – –
PPWM
944
PFG Private Wealth Management
Florida
$180K – – –
Russell Investments Group
945
Russell Investments Group
United Kingdom
$175K +$143K +1,124 +446%
SSB
946
Sandy Spring Bank
Maryland
$173K -$187K -1,472 -52%
WP
947
WealthShield Partners
North Carolina
$171K +$1.4K +11 +0.8%
HB
948
Horizon Bancorp
Indiana
$170K -$52.2K -410 -23%
IRAG
949
Investment Research & Advisory Group
Georgia
$169K +$154K +12,074 +984%
VCM
950
Versant Capital Management
Arizona
$164K – – –
36 37
38
39 40