SDY icon

SPDR S&P Dividend ETF

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1051
Country Trust Bank
Illinois
$55.4K
OC
1052
Oarsman Capital
Wisconsin
$55K +$55K +387 New
FPFS
1053
First Personal Financial Services
North Carolina
$54.7K +$426 +3 +0.8%
TAM
1054
Tucker Asset Management
Colorado
$53.3K
MSG
1055
Main Street Group
Virginia
$51.3K
FCMT
1056
Founders Capital Management (Texas)
Texas
$51.1K
CJL
1057
Cyrus J. Lawrence
New York
$51K
CSB
1058
City State Bank
Iowa
$50.9K
SAM
1059
Smartleaf Asset Management
Massachusetts
$50.6K
MFA
1060
Morling Financial Advisors
California
$50.1K
BFO
1061
Biltmore Family Office
North Carolina
$49.7K
BFS
1062
Bare Financial Services
Pennsylvania
$48.6K
AA
1063
Addison Advisors
Vermont
$48.3K -$14.6K -103 -23%
CPA
1064
Cardiff Park Advisors
California
$46.6K
EWM
1065
Evermay Wealth Management
Virginia
$46.3K
WAM
1066
WFA Asset Management
Wisconsin
$45.9K +$284 +2 +0.6%
PFBT
1067
Parkside Financial Bank & Trust
Missouri
$44.6K
OC
1068
Oakworth Capital
Alabama
$43.5K
SC
1069
SouthState Corp
Florida
$42.6K
OLVIG
1070
Oliver Lagore Vanvalin Investment Group
Michigan
$42K
WFA
1071
West Financial Advisors
Iowa
$41.8K
AA
1072
AlphaMark Advisors
Kentucky
$41K
SCM
1073
Sterling Capital Management
North Carolina
$40.8K +$40.8K +287 New
DWM
1074
Darwin Wealth Management
Florida
$40.5K +$40.5K +285 New
AWM
1075
Angeles Wealth Management
California
$40.1K