SDY icon

SPDR S&P Dividend ETF

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FUBT
1051
First United Bank & Trust
Maryland
$22.1K
PCM
1052
Perritt Capital Management
Illinois
$21.5K +$127 +1 +0.6%
LOIP
1053
Live Oak Investment Partners
Texas
$20.5K
MCM
1054
MV Capital Management
Maryland
$20.1K
FRA
1055
Front Row Advisors
California
$20K
AWM
1056
Abound Wealth Management
Tennessee
$19.2K -$16.9K -133 -47%
SWM
1057
Sugarloaf Wealth Management
Georgia
$18.8K
EWP
1058
Elevation Wealth Partners
California
$18.7K
SWC
1059
Spectrum Wealth Counsel
Indiana
$18.4K
MRCM
1060
M&R Capital Management
New Jersey
$17.7K
PCWA
1061
Pacific Capital Wealth Advisors
California
$17.7K +$5.34K +42 +43%
LWA
1062
Lowe Wealth Advisors
Maryland
$17.3K
PP
1063
PrairieView Partners
Minnesota
$17K
POIA
1064
Pin Oak Investment Advisors
Texas
$17K
CFO
1065
CVA Family Office
Colorado
$15.9K
FDCP
1066
Foster Dykema Cabot & Partners
Massachusetts
$15.7K +$127 +1 +0.8%
RCM
1067
Rain Capital Management
Oregon
$15.3K
AFWM
1068
Abich Financial Wealth Management
Virginia
$15.3K
TFA
1069
Toth Financial Advisory
Virginia
$15.1K +$254 +2 +2%
CC
1070
Cultivar Capital
Texas
$15.1K +$15.1K +118 New
CPG
1071
Cornerstone Planning Group
New Jersey
$14.7K
SIS
1072
Strategic Investment Solutions
Illinois
$14.4K +$14.4K +123 New
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$14K -$12.5K -98 -47%
RFA
1074
Register Financial Advisors
Georgia
$13.7K
DWS
1075
Dynamic Wealth Strategies
California
$13K