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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.

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
1
AssetMark Inc
California
$89.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
MCM
4
MAI Capital Management
Ohio
$100M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$28.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
HNB
3
Huntington National Bank
Ohio
$21.8M
4
IWMWV
4
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
5
AlTi Global
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$14.3M +$953K +7,211 +7%
FCI
77
Financial Counselors Inc
Kansas
$14.3M -$465K -3,520 -3%
BF
78
BOK Financial
Oklahoma
$14.3M -$580K -4,505 -4%
CFS
79
CRA Financial Services
New Jersey
$14.3M -$587K -4,442 -4%
AWS
80
Atria Wealth Solutions
New York
$14M +$618K +4,682 +5%
RPWA
81
Regent Peak Wealth Advisors
Georgia
$13.9M +$2.21M +16,754 +19%
MFIM
82
Mesirow Financial Investment Management
Illinois
$13.6M +$201K +1,525 +2%
HCP
83
Holt Capital Partners
Texas
$13.4M -$225K -1,700 -2%
EH
84
Equitable Holdings
New York
$13.3M +$1.37M +10,364 +11%
SA
85
Sanctuary Advisors
Indiana
$13M -$365K -2,702 -3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$12.8M -$928K -7,027 -7%
KIA
87
KCM Investment Advisors
California
$12.5M +$15.1K +114 +0.1%
WB
88
WesBanco Bank
West Virginia
$12.3M -$165K -1,252 -1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$12.2M -$115K -874 -0.9%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$12M -$35.3K -267 -0.3%
AIP
91
Ameritas Investment Partners
Nebraska
$12M +$262K +1,984 +2%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$11.8M -$1.19M -8,973 -9%
SWMG
93
Sard Wealth Management Group
Georgia
$11.8M -$133K -1,004 -1%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$11.7M +$642K +4,860 +6%
HWM
95
HB Wealth Management
Georgia
$11.6M -$360K -2,728 -3%
Corient Private Wealth
96
Corient Private Wealth
Florida
$11.5M +$583K +4,548 +5%
SC
97
Savant Capital
Illinois
$11.5M -$817K -6,181 -7%
SRC
98
Sage Rhino Capital
California
$11.2M +$17K +129 +0.2%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$11M +$42.1K +319 +0.4%
NB
100
NBT Bank
New York
$11M -$1.02M -7,740 -9%
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4
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