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State Street SPDR S&P Dividend ETF

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: 1,1031,155 (+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: 4343 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
76
Holt Capital Partners
Texas
$14.6M +$6.46M +47,789 +86%
AWS
77
Atria Wealth Solutions
New York
$14.4M -$1.19M -8,805 -8%
MFIM
78
Mesirow Financial Investment Management
Illinois
$14.4M +$253K +1,869 +2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$14.3M -$333K -2,461 -2%
SA
80
Sanctuary Advisors
Indiana
$14.1M +$2.74M +20,276 +26%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$14M -$1.33M -9,870 -9%
KIA
82
KCM Investment Advisors
California
$13.4M -$20K -148 -0.2%
WB
83
WesBanco Bank
West Virginia
$13.4M +$141K +1,041 +1%
SC
84
Savant Capital
Illinois
$13.2M -$338K -2,496 -3%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$592K -4,378 -4%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$12.9M -$1.46M -10,793 -11%
NB
87
NBT Bank
New York
$12.9M -$2.03K -15 -0%
HWM
88
HB Wealth Management
Georgia
$12.9M -$607K -4,486 -5%
EH
89
Equitable Holdings
New York
$12.8M -$434K -3,207 -3%
SWMG
90
Sard Wealth Management Group
Georgia
$12.8M -$64.9K -480 -0.5%
SF
91
Synovus Financial
Georgia
$12.7M +$5.69M +42,078 +89%
AIP
92
Ameritas Investment Partners
Nebraska
$12.6M +$292K +2,159 +2%
RPWA
93
Regent Peak Wealth Advisors
Georgia
$12.5M +$654K +4,837 +6%
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$12.5M -$296K -2,187 -2%
Corient Private Wealth
95
Corient Private Wealth
Florida
$12.2M +$1.39M +10,285 +14%
ODG
96
O'Dell Group
Ohio
$12M -$25.4M -187,526 -69%
SRC
97
Sage Rhino Capital
California
$12M -$77.5K -573 -0.7%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$11.9M -$2.09M -15,425 -16%
IWMWV
99
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M -$28.3K -209 -0.2%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$11.8M -$517K -3,824 -4%

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.