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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
OLVIG
1076
Oliver Lagore Vanvalin Investment Group
Michigan
$42K
WFA
1077
West Financial Advisors
Iowa
$41.8K
AA
1078
AlphaMark Advisors
Kentucky
$41K
SCM
1079
Sterling Capital Management
North Carolina
$40.8K +$38.8K +287 New
DWM
1080
Darwin Wealth Management
Florida
$40.5K +$38.5K +285 New
AWM
1081
Angeles Wealth Management
California
$40.1K
MHR
1082
Matthew Hamilton Rosenberg
$39.5K
TCA
1083
Trifecta Capital Advisors
Illinois
$39.1K -$30.4K -225 -45%
TVWM
1084
Tower View Wealth Management
Wisconsin
$38.8K +$8.93K +66 +32%
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
$38.4K -$3.38K -25 -8%
CCM
1086
Chilton Capital Management
Texas
$38.2K +$29.9K +221 +460%
CAS
1087
Coppell Advisory Solutions
Texas
$37.8K +$25.2K +186 +230%
SIS
1088
Strategic Investment Solutions
Illinois
$37.3K +$18.9K +140 +114%
AssetMark Inc
1089
AssetMark Inc
California
$36.1K +$22.6K +167 +192%
EDRH
1090
Edmond de Rothschild Holding
Switzerland
$35.5K
FF
1091
Friedenthal Financial
New Jersey
$35.2K +$406 +3 +1%
RAM
1092
Riggs Asset Management
Pennsylvania
$34.5K +$2.98K +22 +10%
HWM
1093
Hemington Wealth Management
Virginia
$34K +$33.7K +249 New
LWANC
1094
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K
SVCP
1095
Silicon Valley Capital Partners
California
$32.2K
PCTC
1096
Perkins Coie Trust Company
Washington
$32K
JFA
1097
JNBA Financial Advisors
Minnesota
$31.8K +$30.3K +224 New
FFA
1098
Frazier Financial Advisors
Ohio
$31.7K
CPA
1099
Capital Performance Advisors
California
$30.7K +$29.2K +216 New
GCM
1100
Gables Capital Management
Florida
$30.5K

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.