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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$17.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.86M
3
GB
Gunma Bank
Japan
+$9.52M
4
HCP
Holt Capital Partners
Texas
+$6.79M
5
SF
Synovus Financial
Georgia
+$5.98M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$45.5M
2
Ameriprise
Ameriprise
Minnesota
-$33.3M
3
ODG
O'Dell Group
Ohio
-$26.6M
4
HNB
Huntington National Bank
Ohio
-$21.1M
5
Bank of America
Bank of America
North Carolina
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
926
Stonebridge Capital Advisors
Minnesota
$221K -$7.1K -50 -3%
BSB
927
Bangor Savings Bank
Maine
$221K – – –
AWE
928
Avidian Wealth Enterprises
Texas
$219K +$219K +1,541 New
WAG
929
Wallace Advisory Group
California
$219K – – –
TWM
930
Tradition Wealth Management
Minnesota
$218K +$218K +1,537 New
GFP
931
Gryphon Financial Partners
Ohio
$218K +$218K +1,533 New
AFS
932
AFG Fiduciary Services
Massachusetts
$217K -$4.95K -35 -2%
OGF
933
Orin Green Financial
California
$216K +$216K +1,522 New
BC
934
Brio Consultants
California
$216K +$216K +1,521 New
OHWP
935
Oak Harbor Wealth Partners
North Carolina
$215K -$9.23K -65 -4%
PCA
936
Prosperity Capital Advisors
Ohio
$215K -$11.5K -81 -5%
WE
937
Wealth Effects
Massachusetts
$214K +$214K +1,510 New
SWP
938
Summit Wealth Partners
Florida
$213K +$213K +1,502 New
RFA
939
Rollins Financial Advisors
New York
$213K -$12.2K -86 -5%
BB
940
Busey Bank
Illinois
$213K +$213K +1,501 New
FSWA
941
Financial Synergies Wealth Advisors
Texas
$213K +$213K +1,500 New
OWP
942
Obermeyer Wealth Partners
Colorado
$213K +$213K +1,500 New
TIA
943
Traphagen Investment Advisors
New Jersey
$213K +$213K +1,499 New
SXL
944
Summit X LLC
Missouri
$213K -$147K -1,158 -41%
GWAG
945
Garrett Wealth Advisory Group
Texas
$212K +$212K +1,489 New
KDA
946
Kraft Davis & Associates
Missouri
$211K -$4.02K -29 -2%
GIM
947
Goelzer Investment Management
Indiana
$211K +$211K +1,487 New
EFG
948
Everhart Financial Group
Ohio
$211K +$211K +1,485 New
GSB
949
Greenfield Savings Bank
Massachusetts
$211K +$211K +1,485 New
PFGIA
950
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$211K +1,482 New
36 37
38
39 40