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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
DAM
1026
Delta Asset Management
Tennessee
$95K
RP
1027
Rice Partnership
Hawaii
$88.6K +$84.4K +624 New
PPA
1028
Painted Porch Advisors
California
$88.3K
AIA
1029
Armor Investment Advisors
North Carolina
$88.1K
WI
1030
Wintrust Investments
Illinois
$88K -$747K -5,520 -90%
FIM
1031
FWL Investment Management
Texas
$86.5K +$39.4K +291 +92%
AWA
1032
Alaska Wealth Advisors
Alaska
$85.9K
BCA
1033
Bray Capital Advisors
Florida
$85.2K
JFGIW
1034
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.2K
TCPG
1035
Trivant Custom Portfolio Group
California
$85.2K
RMC
1036
Resources Management Corp
Connecticut
$85K
GBT
1037
Grove Bank & Trust
Florida
$82.7K
AWM
1038
Activest Wealth Management
Florida
$82.2K
HT
1039
Headlands Technologies
Illinois
$80.5K +$76.7K +567 New
SWP
1040
SIMA Wealth Partners
Virginia
$76.3K
CWM
1041
Compass Wealth Management
Connecticut
$75.3K
EB
1042
Eastern Bank
Massachusetts
$73.9K +$70.3K +520 New
PSB
1043
Piscataqua Savings Bank
New Hampshire
$73.2K
PA
1044
Pineridge Advisors
Missouri
$71.9K
AIM
1045
Arcadia Investment Management
Michigan
$71.9K
CP
1046
Castleview Partners
Texas
$69.2K +$270 +2 +0.4%
CSWM
1047
Cassady Schiller Wealth Management
Ohio
$67.8K
CT
1048
Clearstead Trust
Maine
$67.5K
MSFP
1049
Mark Sheptoff Financial Planning
Connecticut
$67.5K
ATS
1050
Ashton Thomas Securities
New York
$67K +$63.8K +472 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.