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State Street SPDR S&P Dividend ETF

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: 1,1031,155 (+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: 4343 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
926
GPS Wealth Strategies Group
Colorado
$224K +$270 +2 +0.1%
SHA
927
Seneca House Advisors
Virginia
$223K +$212K +1,567 New
GGV
928
GG Group Ventures
Florida
$222K
MCC
929
Money Concepts Capital
Florida
$222K -$29.9K -221 -12%
NF
930
Nvest Financial
New Hampshire
$221K +$211K +1,559 New
SCA
931
Stonebridge Capital Advisors
Minnesota
$221K -$6.76K -50 -3%
BSB
932
Bangor Savings Bank
Maine
$221K
AWE
933
Avidian Wealth Enterprises
Texas
$219K +$208K +1,541 New
WAG
934
Wallace Advisory Group
California
$219K
TWM
935
Tradition Wealth Management
Minnesota
$218K +$208K +1,537 New
GFP
936
Gryphon Financial Partners
Ohio
$218K +$207K +1,533 New
AFS
937
AFG Fiduciary Services
Massachusetts
$217K -$4.73K -35 -2%
OGF
938
Orin Green Financial
California
$216K +$206K +1,522 New
BC
939
Brio Consultants
California
$216K +$206K +1,521 New
OHWP
940
Oak Harbor Wealth Partners
North Carolina
$215K -$8.79K -65 -4%
PCA
941
Prosperity Capital Advisors
Ohio
$215K -$11K -81 -5%
WE
942
Wealth Effects
Massachusetts
$214K +$204K +1,510 New
SWP
943
Summit Wealth Partners
Florida
$213K +$203K +1,502 New
RFA
944
Rollins Financial Advisors
New York
$213K -$11.6K -86 -5%
BB
945
Busey Bank
Illinois
$213K +$203K +1,501 New
FSWA
946
Financial Synergies Wealth Advisors
Texas
$213K +$203K +1,500 New
OWP
947
Obermeyer Wealth Partners
Colorado
$213K +$203K +1,500 New
TIA
948
Traphagen Investment Advisors
New Jersey
$213K +$203K +1,499 New
SXL
949
Summit X LLC
Missouri
$213K -$157K -1,158 -41%
GWAG
950
Garrett Wealth Advisory Group
Texas
$212K +$201K +1,489 New

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.