SDY icon

SPDR S&P Dividend ETF

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
1101
SYSTM Wealth Solutions
Illinois
$5.4K -$75.8K -576 -93%
WBC
1102
West Branch Capital
Massachusetts
$5.25K
RDFA
1103
Ritter Daniher Financial Advisory
Ohio
$5.12K
CJ
1104
Caitlin John
Michigan
$3.88K +$129 +1 +3%
JPWM
1105
Jamison Private Wealth Management
Georgia
$3.68K +$3.68K +28 New
MBFW
1106
Morton Brown Family Wealth
Pennsylvania
$2.63K
GWSA
1107
Global Wealth Strategies & Associates
Colorado
$2.63K
GJWM
1108
Gilliland Jeter Wealth Management
Arkansas
$1.71K +$1.71K +13 New
HCP
1109
Hexagon Capital Partners
Arkansas
$1.38K -$5.78K -42 -81%
FGAM
1110
Financial Gravity Asset Management
Texas
$834 +$834 +6 New
BNP Paribas Financial Markets
1111
BNP Paribas Financial Markets
France
$394 +$131 +1 +50%
DF
1112
DecisionPoint Financial
Arizona
$128 +$128 +1 New
MB
1113
Mizuho Bank
Japan
-$47.5M -380,000 Closed
ACM
1114
Argent Capital Management
Missouri
-$15.1M -121,163 Closed
PC
1115
Pecaut & Co
Iowa
-$6.75M -54,045 Closed
JCM
1116
Janney Capital Management
Pennsylvania
-$6.22M -49,757 Closed
HWAM
1117
Hennion & Walsh Asset Management
New Jersey
-$4.07M -32,604 Closed
MCP
1118
Martin Capital Partners
Oregon
-$2.37M -18,961 Closed
GPWA
1119
Great Point Wealth Advisors
Massachusetts
-$2.17M -17,337 Closed
Charles Schwab
1120
Charles Schwab
California
-$2.08M -16,673 Closed
BHCM
1121
Brevan Howard Capital Management
Jersey
-$2.03M -16,267 Closed
KSWWM
1122
Keyes Stange & Wooten Wealth Management
Florida
-$1.37M -10,998 Closed
KOC
1123
Koss-Olinger Consulting
Florida
-$1.24M -9,946 Closed
AWA
1124
Arete Wealth Advisors
Illinois
-$853K -6,823 Closed
AAM
1125
AMI Asset Management
California
-$836K -6,693 Closed