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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 %
PPWM
1001
PFG Private Wealth Management
Florida
$149K -$38.7K -293 -21%
CWM
1002
Consultiva Wealth Management
Puerto Rico
$142K +$142K +1,078 New
CSC
1003
Caldwell Sutter Capital
California
$142K – – –
AWM
1004
Activest Wealth Management
Florida
$142K +$65.4K +495 +85%
VWWMG
1005
Vermillion & White Wealth Management Group
Pennsylvania
$139K – – –
WT
1006
Washington Trust
Rhode Island
$139K – – –
SOS
1007
Silver Oak Securities
Tennessee
$134K -$10K -76 -7%
GCM
1008
GKV Capital Management
California
$132K +$132K +1,000 New
TWM
1009
Topsail Wealth Management
North Carolina
$132K +$132K +1,000 New
MFC
1010
Mechanics Financial Corp
Ohio
$132K +$132K +1,000 New
OA
1011
Operose Advisors
Wisconsin
$131K – – –
NL
1012
NVWM LLC
Pennsylvania
$129K – – –
CWM
1013
Centricity Wealth Management
Ohio
$129K +$129K +977 New
LC
1014
Lindbrook Capital
California
$125K -$3.44K -26 -3%
LDB
1015
Lee, Danner & Bass
Tennessee
$125K +$125K +945 New
HHGA
1016
Halbert Hargrove Global Advisors
California
$119K +$119K +898 New
HWM
1017
Horizons Wealth Management
North Carolina
$112K – – –
HNB
1018
Hilltop National Bank
Wyoming
$111K – – –
TCM
1019
TD Capital Management
Tennessee
$111K +$793 +6 +0.7%
PA
1020
PSI Advisors
Florida
$111K – – –
HGERS
1021
Householder Group Estate & Retirement Specialist
Arizona
$110K -$407K -3,093 -79%
HR
1022
Howe & Rusling
New York
$110K +$660 +5 +0.6%
CCA
1023
Criterion Capital Advisors
Tennessee
$110K – – –
FFA
1024
Founders Financial Alliance
North Carolina
$109K – – –
TIM
1025
Tortoise Investment Management
New York
$108K – – –
39 40
41
42 43