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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
15.92%
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 %
LIA
951
Luken Investment Analytics
Tennessee
$164K – – –
HDIM
952
Hanson & Doremus Investment Management
Vermont
$163K +$1.02K +8 +0.6%
FMTCOCP
953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$153K – – –
PB
954
Pinnacle Bancorp
Nebraska
$150K – – –
FFA
955
Founders Financial Alliance
North Carolina
$138K +$1.53K +12 +1%
CSC
956
Caldwell Sutter Capital
California
$137K – – –
WT
957
Washington Trust
Rhode Island
$134K -$72.2K -568 -35%
VWWMG
958
Vermillion & White Wealth Management Group
Pennsylvania
$134K – – –
NL
959
NVWM LLC
Pennsylvania
$127K -$890 -7 -0.7%
DF
960
Dunhill Financial
United Kingdom
$125K +$115K +901 +1,099%
OA
961
Operose Advisors
Wisconsin
$123K – – –
CFD
962
Creative Financial Designs
Indiana
$121K – – –
HWM
963
Horizons Wealth Management
North Carolina
$112K – – –
CCA
964
Criterion Capital Advisors
Tennessee
$110K – – –
FCA
965
FinTrust Capital Advisors
South Carolina
$109K +$9.79K +77 +10%
HNB
966
Hilltop National Bank
Wyoming
$107K – – –
PA
967
PSI Advisors
Florida
$107K -$468K -3,682 -81%
TCM
968
TD Capital Management
Tennessee
$106K +$636 +5 +0.6%
HR
969
Howe & Rusling
New York
$105K -$1.14K -9 -1%
TIM
970
Tortoise Investment Management
New York
$104K – – –
IWP
971
IAG Wealth Partners
Wisconsin
$104K – – –
LC
972
Lindbrook Capital
California
$101K -$41.3K -325 -29%
SC
973
Stephens Consulting
Michigan
$99.6K -$42.2K -332 -30%
PCMC
974
Planning Capital Management Corporation
Pennsylvania
$98.9K – – –
CNBTD
975
Citizens National Bank Trust Department
Mississippi
$97.7K -$1.15K -9 -1%
37 38
39
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