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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.

New
Increased
Maintained
Reduced
Closed
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
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
Kestra Advisory Services
Texas
$35.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$15.3M
5
AA
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
Bank of America
North Carolina
$996M
3
Ameriprise
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$60.4K – – –
CT
1002
Clearstead Trust
Maine
$60.4K – – –
TCM
1003
TruNorth Capital Management
Michigan
$58.8K – – –
MWM
1004
MGB Wealth Management
Texas
$58K – – –
AA
1005
Addison Advisors
Vermont
$56.3K – – –
TCM
1006
Tradewinds Capital Management
Washington
$56.1K +$56.1K +441 New
WOC
1007
West Oak Capital
California
$54.1K – – –
CTC
1008
Cetera Trust Company
Minnesota
$52.7K – – –
CA
1009
Continuum Advisory
Idaho
$51.8K +$763 +6 +1%
CTB
1010
Country Trust Bank
Illinois
$49.6K +$49.6K +390 New
FPFS
1011
First Personal Financial Services
North Carolina
$48.6K +$48.6K +382 New
TAM
1012
Tucker Asset Management
Colorado
$47.7K -$7.89K -62 -14%
BFS
1013
Bare Financial Services
Pennsylvania
$46.1K – – –
CJL
1014
Cyrus J. Lawrence
New York
$46K – – –
FCMT
1015
Founders Capital Management (Texas)
Texas
$45.8K – – –
CSB
1016
City State Bank
Iowa
$45.5K +$2.54K +20 +6%
MSG
1017
Main Street Group
Virginia
$45.5K -$56K -445 -55%
SAM
1018
Smartleaf Asset Management
Massachusetts
$45.5K – – –
MFA
1019
Morling Financial Advisors
California
$44.9K – – –
BFO
1020
Biltmore Family Office
North Carolina
$44.5K – – –
CPA
1021
Cardiff Park Advisors
California
$41.7K – – –
EWM
1022
Evermay Wealth Management
Virginia
$41.5K – – –
WAM
1023
WFA Asset Management
Wisconsin
$40.9K +$255 +2 +0.6%
FIM
1024
FWL Investment Management
Texas
$40.4K -$6.23K -49 -13%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$39.9K +$509 +4 +1%
39 40
41
42 43