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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 %
HC
976
Hurley Capital
New York
$205K +$205K +1,558 New
TWM
977
Tradition Wealth Management
Minnesota
$204K +$528 +4 +0.3%
KDA
978
Kraft Davis & Associates
Missouri
$203K +$134 +1 +0.1%
EFG
979
Everhart Financial Group
Ohio
$203K +$6.87K +52 +4%
GFP
980
Gryphon Financial Partners
Ohio
$203K – – –
BC
981
Brio Consultants
California
$201K +$528 +4 +0.3%
OGF
982
Orin Green Financial
California
$201K -$216K -1,522 Closed
OHWP
983
Oak Harbor Wealth Partners
North Carolina
$200K – – –
ATC
984
Adirondack Trust Company
New York
$193K – – –
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$192K +$36.6K +277 +24%
TCG
986
Transcendent Capital Group
Oklahoma
$192K – – –
HFS
987
Hopwood Financial Services
Virginia
$185K +$185K +1,400 New
WP
988
WealthShield Partners
North Carolina
$178K – – –
IRAG
989
Investment Research & Advisory Group
Georgia
$176K – – –
HB
990
Horizon Bancorp
Indiana
$172K -$4.22K -32 -2%
HDIM
991
Hanson & Doremus Investment Management
Vermont
$172K +$1.19K +9 +0.7%
GWANC
992
Guardian Wealth Advisors (North Carolina)
North Carolina
$171K +$156K +1,183 +1,075%
VCM
993
Versant Capital Management
Arizona
$171K – – –
LIA
994
Luken Investment Analytics
Tennessee
$170K – – –
AF
995
Advisornet Financial
Minnesota
$164K -$10.3K -78 -6%
CA
996
CoreCap Advisors
Michigan
$164K -$1.66M -12,539 -91%
SSB
997
Sandy Spring Bank
Maryland
$160K – – –
FMTCOCP
998
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K – – –
PB
999
Pinnacle Bancorp
Nebraska
$156K – – –
NRG
1000
Nemes Rush Group
Michigan
$152K +$127K +960 +508%
38 39
40
41 42