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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
926
Fidelis Capital Partners
Florida
$229K – – –
BP
927
Ballentine Partners
Massachusetts
$228K – – –
TDC
928
Thompson Davis & Co
Virginia
$226K – – –
RCA
929
Resonant Capital Advisors
Wisconsin
$226K +$226K +1,711 New
EP
930
EPIQ Partners
Minnesota
$226K – – –
BA
931
Ballast Advisors
Minnesota
$225K +$7.93K +60 +4%
FA
932
Fiduciary Alliance
South Carolina
$223K -$13.5K -102 -6%
KCM
933
Kathmere Capital Management
Pennsylvania
$223K – – –
ML
934
McAdam LLC
Pennsylvania
$222K +$793 +6 +0.4%
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$12.8K +97 +6%
SWMG
936
Signature Wealth Management Group
Georgia
$222K – – –
RA
937
Riverstone Advisors
Texas
$222K – – –
WFAG
938
Wescott Financial Advisory Group
Pennsylvania
$222K -$753K -5,698 -77%
Russell Investments Group
939
Russell Investments Group
United Kingdom
$221K +$111K +844 +102%
FGA
940
Fortis Group Advisors
New Jersey
$220K +$220K +1,664 New
SIC
941
Shoker Investment Counsel
Ohio
$220K +$529 +4 +0.2%
NSIM
942
North Star Investment Management
Illinois
$220K – – –
WP
943
WMS Partners
Maryland
$219K – – –
AAM
944
Augustine Asset Management
Florida
$218K +$1.72K +13 +0.8%
AF
945
Arrow Financial
New York
$217K – – –
WCAMG
946
Woodard & Company Asset Management Group
North Carolina
$217K – – –
CFFP
947
Center for Financial Planning
Michigan
$216K – – –
GWSG
948
GPS Wealth Strategies Group
Colorado
$216K +$7.27K +55 +3%
PGAM
949
Princeton Global Asset Management
New Jersey
$215K – – –
RIL
950
Rothschild Investment LLC
Illinois
$215K – – –
36 37
38
39 40