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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
NL
1001
NVWM LLC
Pennsylvania
$139K -$2.16K -16 -2%
LC
1002
Lindbrook Capital
California
$138K +$23.7K +175 +22%
FCM
1003
Fourpath Capital Management
Oklahoma
$132K +$126K +929 New
FCA
1004
FinTrust Capital Advisors
South Carolina
$122K
HWM
1005
Horizons Wealth Management
North Carolina
$121K
HNB
1006
Hilltop National Bank
Wyoming
$120K
PA
1007
PSI Advisors
Florida
$119K
TCM
1008
TD Capital Management
Tennessee
$119K +$676 +5 +0.6%
FFA
1009
Founders Financial Alliance
North Carolina
$118K -$34.4K -254 -23%
HR
1010
Howe & Rusling
New York
$117K +$406 +3 +0.4%
Russell Investments Group
1011
Russell Investments Group
United Kingdom
$117K -$74.2K -549 -40%
TIM
1012
Tortoise Investment Management
New York
$116K
IWP
1013
IAG Wealth Partners
Wisconsin
$116K
SC
1014
Stephens Consulting
Michigan
$112K +$676 +5 +0.6%
PCMC
1015
Planning Capital Management Corporation
Pennsylvania
$111K
CCA
1016
Criterion Capital Advisors
Tennessee
$110K
BA
1017
Bristlecone Advisors
Washington
$109K -$108K -796 -51%
CNBTD
1018
Citizens National Bank Trust Department
Mississippi
$109K
AP
1019
Atwood & Palmer
Missouri
$107K
AIM
1020
Anchor Investment Management
South Carolina
$100K -$6.76K -50 -7%
HIA
1021
Harbor Investment Advisory
Maryland
$98.5K -$5K -37 -5%
TCM
1022
TruNorth Capital Management
Michigan
$98.3K +$31.1K +230 +50%
M
1023
MOTCO
Texas
$97.7K
GA
1024
GoalVest Advisory
New York
$97.3K
GSEP
1025
Golden State Equity Partners
California
$96.6K +$92K +680 New

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.