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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.

Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
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
1
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
2
Kestra Advisory Services
Texas
$35.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.3M
5
AA
5
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
2
Bank of America
North Carolina
$996M
3
Ameriprise
3
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
76
Associated Banc-Corp
Wisconsin
$13.5M -$1.26M -9,888 -9%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$13.2M +$810K +6,370 +7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$13M -$2.14M -16,843 -14%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$12.7M +$74.9K +589 +0.6%
MFIM
80
Mesirow Financial Investment Management
Illinois
$12.6M +$331K +2,603 +3%
Northern Trust
81
Northern Trust
Illinois
$12.6M -$221K -1,734 -2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$344K +2,705 +3%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$12.4M +$387K +3,261 +3%
SC
84
Savant Capital
Illinois
$12.2M +$492K +3,867 +4%
HWM
85
HB Wealth Management
Georgia
$12.1M -$499K -3,921 -4%
KIA
86
KCM Investment Advisors
California
$12M -$312K -2,452 -3%
EH
87
Equitable Holdings
New York
$11.9M -$558K -4,385 -4%
WB
88
WesBanco Bank
West Virginia
$11.8M +$76.9K +605 +0.7%
NB
89
NBT Bank
New York
$11.6M -$666K -5,235 -5%
SWMG
90
Sard Wealth Management Group
Georgia
$11.5M -$1.04M -8,201 -8%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$11.5M +$1.48M +11,650 +15%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$11.1M -$345K -2,716 -3%
AIP
93
Ameritas Investment Partners
Nebraska
$11M +$479K +3,768 +5%
IWMWV
94
Ironwood Wealth Management (West Virginia)
West Virginia
$10.9M +$148K +1,142 +1%
SRC
95
Sage Rhino Capital
California
$10.8M +$50.9K +400 +0.5%
RPWA
96
Regent Peak Wealth Advisors
Georgia
$10.6M -$150K -1,180 -1%
AG
97
AlTi Global
New York
$10.3M – – –
US Bancorp
98
US Bancorp
Minnesota
$10.1M -$390K -3,064 -4%
SA
99
Sanctuary Advisors
Indiana
$10M +$10M +78,785 New
IWM
100
IHT Wealth Management
Illinois
$9.9M -$985K -7,747 -9%
2 3
4
5 6