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State Street SPDR S&P Dividend ETF
SDY

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: 1,103 → 1,155 (+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: 43 → 43 (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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$158M
2
JP Morgan Chase
JP Morgan Chase
New York
+$16.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.41M
4
GB
Gunma Bank
Japan
+$9.06M
5
HCP
Holt Capital Partners
Texas
+$6.46M

Top Sellers

Rank Fund Capital Flow
1
NSLI
Nan Shan Life Insurance
Taiwan
-$45.5M
2
Ameriprise
Ameriprise
Minnesota
-$31.6M
3
ODG
O'Dell Group
Ohio
-$25.4M
4
Bank of America
Bank of America
North Carolina
-$19.2M
5
LPL Financial
LPL Financial
California
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KDA
951
Kraft Davis & Associates
Missouri
$211K -$3.92K -29 -2%
GIM
952
Goelzer Investment Management
Indiana
$211K +$201K +1,487 New
EFG
953
Everhart Financial Group
Ohio
$211K +$201K +1,485 New
GSB
954
Greenfield Savings Bank
Massachusetts
$211K +$201K +1,485 New
PFGIA
955
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$200K +1,482 New
WFP
956
Wrenne Financial Planning
Kentucky
$210K +$200K +1,480 New
GAG
957
GM Advisory Group
New York
$210K -$76.7K -567 -28%
IIA
958
Integral Investment Advisors
California
$210K +$199K +1,475 New
RFO
959
RiverGlades Family Offices
Florida
$210K +$199K +1,475 New
SAM
960
Summit Asset Management
Tennessee
$210K +$199K +1,475 New
ATC
961
Adirondack Trust Company
New York
$207K – – –
BEAM
962
Baker Ellis Asset Management
Washington
$207K +$197K +1,460 New
HL
963
HeadInvest LLC
Maine
$207K -$29.3K -217 -13%
MAG
964
Mayfair Advisory Group
Alabama
$207K +$199K +1,468 New
Chevy Chase Trust
965
Chevy Chase Trust
Maryland
$207K +$197K +1,455 New
SEIA
966
Signature Estate & Investment Advisors
California
$207K +$197K +1,455 New
V
967
ViaWealth
Kansas
$206K +$196K +1,451 New
FA
968
Financial Alternatives
California
$206K +$196K +1,451 New
OPW
969
Oxler Private Wealth
New York
$206K +$196K +1,451 New
ODA
970
One Degree Advisors
California
$206K +$197K +1,458 New
TCG
971
Transcendent Capital Group
Oklahoma
$206K – – –
B
972
Bensler
Washington
$205K +$196K +1,447 New
LWM
973
Lodestone Wealth Management
Washington
$205K +$195K +1,440 New
AWM
974
Accurate Wealth Management
Florida
$203K +$192K +1,422 New
IIA
975
ICW Investment Advisors
Arizona
$202K +$193K +1,425 New
37 38
39
40 41

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.