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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
CA
1051
Continuum Advisory
Idaho
$63.4K +$6.22K +46 +11%
MWM
1052
MGB Wealth Management
Texas
$63.2K
TCM
1053
Tradewinds Capital Management
Washington
$62.6K
JIP
1054
Jaffetilchin Investment Partners
Florida
$61.7K +$58.7K +434 New
WPW
1055
Waldron Private Wealth
Pennsylvania
$61.1K +$58.2K +430 New
CTC
1056
Cetera Trust Company
Minnesota
$58.8K
CTB
1057
Country Trust Bank
Illinois
$55.4K
OC
1058
Oarsman Capital
Wisconsin
$55K +$52.3K +387 New
FPFS
1059
First Personal Financial Services
North Carolina
$54.7K +$406 +3 +0.8%
TAM
1060
Tucker Asset Management
Colorado
$53.3K
MSG
1061
Main Street Group
Virginia
$51.3K
FCMT
1062
Founders Capital Management (Texas)
Texas
$51.1K
CJL
1063
Cyrus J. Lawrence
New York
$51K
CSB
1064
City State Bank
Iowa
$50.9K
SAM
1065
Smartleaf Asset Management
Massachusetts
$50.6K
MFA
1066
Morling Financial Advisors
California
$50.1K
BFO
1067
Biltmore Family Office
North Carolina
$49.7K
BFS
1068
Bare Financial Services
Pennsylvania
$48.6K
AA
1069
Addison Advisors
Vermont
$48.3K -$13.9K -103 -23%
CPA
1070
Cardiff Park Advisors
California
$46.6K
EWM
1071
Evermay Wealth Management
Virginia
$46.3K
WAM
1072
WFA Asset Management
Wisconsin
$45.9K +$270 +2 +0.6%
PFBT
1073
Parkside Financial Bank & Trust
Missouri
$44.6K
OC
1074
Oakworth Capital
Alabama
$43.5K
SC
1075
SouthState Corp
Florida
$42.6K

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.