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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
HHGA
1026
Halbert Hargrove Global Advisors
California
$119K +$125K +898 New
HWM
1027
Horizons Wealth Management
North Carolina
$112K – – –
HNB
1028
Hilltop National Bank
Wyoming
$111K – – –
TCM
1029
TD Capital Management
Tennessee
$111K +$838 +6 +0.7%
PA
1030
PSI Advisors
Florida
$111K – – –
HGERS
1031
Householder Group Estate & Retirement Specialist
Arizona
$110K -$432K -3,093 -79%
HR
1032
Howe & Rusling
New York
$110K +$698 +5 +0.6%
CCA
1033
Criterion Capital Advisors
Tennessee
$110K – – –
FFA
1034
Founders Financial Alliance
North Carolina
$109K – – –
TIM
1035
Tortoise Investment Management
New York
$108K – – –
IWP
1036
IAG Wealth Partners
Wisconsin
$108K – – –
FFL
1037
Financial Freedom LLC
Ohio
$106K -$81.1K -581 -42%
SC
1038
Stephens Consulting
Michigan
$105K +$838 +6 +0.8%
BA
1039
Bristlecone Advisors
Washington
$101K – – –
CNBTD
1040
Citizens National Bank Trust Department
Mississippi
$101K – – –
BTD
1041
BankPlus Trust Department
Mississippi
$101K +$107K +765 New
AP
1042
Atwood & Palmer
Missouri
$99.1K – – –
CAS
1043
Coppell Advisory Solutions
Texas
$93.3K +$61.7K +442 +166%
AIM
1044
Anchor Investment Management
South Carolina
$93.3K – – –
KWM
1045
Kiker Wealth Management
Georgia
$93.1K +$98.5K +705 New
BWM
1046
Bernard Wealth Management
Michigan
$91.7K +$96.9K +694 New
M
1047
MOTCO
Texas
$90.9K – – –
GA
1048
GoalVest Advisory
New York
$90.5K – – –
DAM
1049
Delta Asset Management
Tennessee
$88.4K – – –
PPA
1050
Painted Porch Advisors
California
$82.2K – – –
40 41
42
43 44

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.