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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 %
GC
951
Gibson Capital
Pennsylvania
$214K – – –
CFGW
952
Chancellor Financial Group WB
Pennsylvania
$214K +$214K +1,622 New
GLR
953
Great Lakes Retirement
Ohio
$214K -$39.1K -296 -15%
SAM
954
Sequent Asset Management
Texas
$214K – – –
QCG
955
Quadrant Capital Group
Ohio
$214K – – –
AWE
956
Avidian Wealth Enterprises
Texas
$214K +$10K +76 +5%
MWM
957
Marion Wealth Management
Pennsylvania
$213K +$793 +6 +0.4%
JAA
958
Joel Adams & Associates
North Carolina
$213K +$213K +1,611 New
BCP
959
Berkeley Capital Partners
Georgia
$212K -$8.32K -63 -4%
SHA
960
Seneca House Advisors
Virginia
$212K +$4.89K +37 +2%
FFA
961
First Foundation Advisors
California
$211K – – –
FFWM
962
Future Financial Wealth Management
Ohio
$211K – – –
CIA
963
Caerus Investment Advisors
Texas
$211K – – –
VNA
964
Valley National Advisers
Pennsylvania
$211K – – –
DTC
965
Davidson Trust Company
Washington
$211K – – –
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$211K – – –
GGV
967
GG Group Ventures
Florida
$210K – – –
PCH
968
PGIM Custom Harvest
New Jersey
$210K -$46.9K -355 -18%
CIA
969
Choate Investment Advisors
Massachusetts
$209K +$209K +1,585 New
Luther King Capital Management (LKCM)
970
Luther King Capital Management (LKCM)
Texas
$208K -$245K – –
MCC
971
Money Concepts Capital
Florida
$208K +$1.98K +15 +1%
NF
972
Nvest Financial
New Hampshire
$207K +$1.45K +11 +0.7%
BB
973
Busey Bank
Illinois
$207K +$8.72K +66 +4%
BSB
974
Bangor Savings Bank
Maine
$206K – – –
SCA
975
Stonebridge Capital Advisors
Minnesota
$206K – – –
37 38
39
40 41