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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$89.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.2M
3
Wells Fargo
Wells Fargo
California
+$44.3M
4
MCM
MAI Capital Management
Ohio
+$31.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$28.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$153M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$66.5M
3
HNB
Huntington National Bank
Ohio
-$23.5M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
5
AG
AlTi Global
New York
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
1051
Piscataqua Savings Bank
New Hampshire
$68K – – –
EF
1052
Empowered Funds
Pennsylvania
$66.8K +$66.8K +506 New
AIM
1053
Arcadia Investment Management
Michigan
$66.8K – – –
RMP
1054
Richards, Merrill & Peterson
Washington
$65.8K +$65.8K +498 New
VWA
1055
VSM Wealth Advisory
Maryland
$65.4K +$65.4K +495 New
CSWM
1056
Cassady Schiller Wealth Management
Ohio
$63K – – –
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$62.7K – – –
CT
1058
Clearstead Trust
Maine
$62.7K – – –
SIM
1059
Synergy Investment Management
Florida
$62K +$62K +470 New
MWM
1060
MGB Wealth Management
Texas
$58.8K – – –
TCM
1061
Tradewinds Capital Management
Washington
$58.3K – – –
RP
1062
Rice Partnership
Hawaii
$56K -$26.4K -200 -32%
CTC
1063
Cetera Trust Company
Minnesota
$54.7K – – –
FLP
1064
Financial Life Planners
Arizona
$54.5K +$54.5K +412 New
CA
1065
Continuum Advisory
Idaho
$53K -$6.87K -52 -11%
CTB
1066
Country Trust Bank
Illinois
$51.5K – – –
TAM
1067
Tucker Asset Management
Colorado
$49.5K – – –
CICI
1068
Capital Investment Counsel Inc
North Carolina
$48.9K +$48.9K +370 New
MSG
1069
Main Street Group
Virginia
$47.7K – – –
FCMT
1070
Founders Capital Management (Texas)
Texas
$47.6K – – –
CSB
1071
City State Bank
Iowa
$47.3K – – –
SAM
1072
Smartleaf Asset Management
Massachusetts
$47K – – –
CJL
1073
Cyrus J. Lawrence
New York
$47K – – –
MFA
1074
Morling Financial Advisors
California
$46.6K – – –
BFO
1075
Biltmore Family Office
North Carolina
$46.2K – – –
41 42
43
44 45