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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
Kestra Advisory Services
Texas
$35.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$15.3M
5
AA
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
Bank of America
North Carolina
$996M
3
Ameriprise
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1076
AssetMark Inc
California
$11.1K +$4.58K +36 +71%
AW
1077
Avion Wealth
Texas
$11K -$59.8K -500 -84%
HF
1078
Halpern Financial
Virginia
$10.3K +$10.3K +81 New
CAS
1079
Coppell Advisory Solutions
Texas
$10.3K +$10.3K +81 New
FPF
1080
First Pacific Financial
Washington
$9.54K – – –
CPBTD
1081
Central Pacific Bank - Trust Division
Hawaii
$9.28K – – –
MWM
1082
Mascoma Wealth Management
New Hampshire
$9.16K – – –
SFCL
1083
Strengthening Families & Communities LLC
Massachusetts
$8K +$127 +1 +2%
SA
1084
Scarborough Advisors
Maryland
$7.22K -$22.8K -180 -76%
BTC
1085
Bank & Trust Company
Illinois
$6.36K +$6.36K +50 New
CCM
1086
Chilton Capital Management
Texas
$6.11K – – –
BBPWM
1087
Blue Bell Private Wealth Management
Pennsylvania
$5.98K -$45.8K -360 -88%
CP
1088
Camelot Portfolios
Ohio
$5.6K +$5.6K +44 New
FFA
1089
Fairfield Financial Advisors
Massachusetts
$5.4K +$5.4K +42 New
YDMI
1090
Y.D. More Investments
Israel
$5.34K +$5.34K +42 New
SWS
1091
SYSTM Wealth Solutions
Illinois
$5.26K – – –
WBC
1092
West Branch Capital
Massachusetts
$5.09K – – –
RDFA
1093
Ritter Daniher Financial Advisory
Ohio
$4.96K – – –
JPWM
1094
Jamison Private Wealth Management
Georgia
$3.56K – – –
HH
1095
HWG Holdings
Texas
$2.67K +$2.67K +21 New
GWSA
1096
Global Wealth Strategies & Associates
Colorado
$2.54K – – –
GJWM
1097
Gilliland Jeter Wealth Management
Arkansas
$1.65K – – –
HCP
1098
Hexagon Capital Partners
Arkansas
$1.34K +$122 +1 +10%
FHC
1099
First Heartland Consultants
Missouri
$736 +$10 +75 +1%
GB
1100
Gunma Bank
Japan
– -$7.22M -55,000 Closed
42 43
44
45 46