SDY icon

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 %
LNC
1101
Lincoln National Corp
Pennsylvania
– -$6.96M -53,053 Closed
NL
1102
NWAM LLC
Washington
– -$4.79M -36,882 Closed
GAA
1103
Global Assets Advisory
Florida
– -$175K -22,862 Closed
Barclays
1104
Barclays
United Kingdom
– -$2.39M -18,191 Closed
BFA
1105
Bright Financial Advisors
Michigan
– -$13.3K -12,990 Closed
Millennium Management
1106
Millennium Management
New York
– -$1.14M -8,665 Closed
ACM
1107
Ategra Capital Management
Virginia
– -$915K -6,972 Closed
BWG
1108
Berry Wealth Group
Texas
– -$906K -6,903 Closed
YIH
1109
Y-Intercept (HK)
Hong Kong
– -$896K -6,825 Closed
BAM
1110
Bosun Asset Management
Illinois
– -$834K -6,351 Closed
SAG
1111
SageView Advisory Group
California
– -$315K -5,904 Closed
BB
1112
Busey Bank
Illinois
– -$626K -4,772 Closed
Toronto Dominion Bank
1113
Toronto Dominion Bank
Ontario, Canada
– -$551K -4,200 Closed
CGIM
1114
Cannon Global Investment Management
Florida
– -$499K -3,800 Closed
FTUS
1115
Flow Traders U.S.
New York
– -$413K -3,146 Closed
HIC
1116
Hartline Investment Corp
Illinois
– -$387K -2,946 Closed
ARC
1117
Advisor Resource Council
Texas
– -$345K -2,758 Closed
PCH
1118
PGIM Custom Harvest
New Jersey
– -$361K -2,753 Closed
HA
1119
HC Advisors
Georgia
– -$340K -2,591 Closed
BMM
1120
Berkshire Money Management
Massachusetts
– -$337K -2,570 Closed
EFG
1121
Everhart Financial Group
Ohio
– -$329K -2,505 Closed
HIP
1122
HUB Investment Partners
Texas
– -$321K -2,447 Closed
MAG
1123
Mayfair Advisory Group
Alabama
– -$321K -2,444 Closed
FI
1124
Financial Insights
Washington
– -$295K -2,250 Closed
SEP
1125
Southland Equity Partners
Missouri
– -$292K -2,222 Closed
43 44
45
46 47