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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$171K +$165K +1,183 +1,075%
VCM
1002
Versant Capital Management
Arizona
$171K – – –
LIA
1003
Luken Investment Analytics
Tennessee
$170K – – –
AF
1004
Advisornet Financial
Minnesota
$164K -$10.9K -78 -6%
CA
1005
CoreCap Advisors
Michigan
$164K -$1.75M -12,539 -91%
SSB
1006
Sandy Spring Bank
Maryland
$160K – – –
FMTCOCP
1007
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K – – –
PB
1008
Pinnacle Bancorp
Nebraska
$156K – – –
NRG
1009
Nemes Rush Group
Michigan
$152K +$134K +960 +508%
PPWM
1010
PFG Private Wealth Management
Florida
$149K -$40.9K -293 -21%
MWA
1011
Medallion Wealth Advisors
Connecticut
$147K +$152K +1,091 New
CWM
1012
Consultiva Wealth Management
Puerto Rico
$142K +$151K +1,078 New
CSC
1013
Caldwell Sutter Capital
California
$142K – – –
AWM
1014
Activest Wealth Management
Florida
$142K +$69.1K +495 +85%
VWWMG
1015
Vermillion & White Wealth Management Group
Pennsylvania
$139K – – –
WT
1016
Washington Trust
Rhode Island
$139K – – –
SOS
1017
Silver Oak Securities
Tennessee
$134K -$10.6K -76 -7%
GCM
1018
GKV Capital Management
California
$132K +$140K +1,000 New
MFC
1019
Mechanics Financial Corp
Ohio
$132K +$140K +1,000 New
TWM
1020
Topsail Wealth Management
North Carolina
$132K +$140K +1,000 New
OA
1021
Operose Advisors
Wisconsin
$131K – – –
NL
1022
NVWM LLC
Pennsylvania
$129K – – –
CWM
1023
Centricity Wealth Management
Ohio
$129K +$136K +977 New
LC
1024
Lindbrook Capital
California
$125K -$3.63K -26 -3%
LDB
1025
Lee, Danner & Bass
Tennessee
$125K +$132K +945 New
39 40
41
42 43

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.