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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
ACA
1101
American Capital Advisory
Idaho
$29.6K -$14.3K -106 -34%
PK
1102
Pflug Koory
Nebraska
$26.3K +$25K +185 New
ME
1103
McIlrath & Eck
Washington
$25.7K -$4.73K -35 -16%
MIA
1104
MeadowBrook Investment Advisors
Michigan
$25.6K
CFD
1105
Creative Financial Designs
Indiana
$25.3K -$105K -775 -81%
AWM
1106
AllSquare Wealth Management
New York
$24.9K
CLOS
1107
Compagnie Lombard Odier SCmA
Switzerland
$24.9K
NRG
1108
Nemes Rush Group
Michigan
$24.8K -$5.68K -42 -18%
BLC
1109
Brown, Lisle/Cummings
Rhode Island
$24.3K +$23.1K +171 New
PCM
1110
Perritt Capital Management
Illinois
$24.2K +$135 +1 +0.6%
FUBT
1111
First United Bank & Trust
Maryland
$24.1K -$541 -4 -2%
LOIP
1112
Live Oak Investment Partners
Texas
$22.9K
MCM
1113
MV Capital Management
Maryland
$22.4K
AWM
1114
Abound Wealth Management
Tennessee
$21.4K
SWM
1115
Sugarloaf Wealth Management
Georgia
$21K
EWP
1116
Elevation Wealth Partners
California
$20.9K
SWC
1117
Spectrum Wealth Counsel
Indiana
$20.6K
PCWA
1118
Pacific Capital Wealth Advisors
California
$19.7K
LWA
1119
Lowe Wealth Advisors
Maryland
$19.3K
PP
1120
PrairieView Partners
Minnesota
$19K
NFSG
1121
Newbridge Financial Services Group
Florida
$18.9K -$14.1K -104 -44%
CFO
1122
CVA Family Office
Colorado
$17.8K
MRCM
1123
M&R Capital Management
New Jersey
$17.6K -$2.03K -15 -11%
FDCP
1124
Foster Dykema Cabot & Partners
Massachusetts
$17.6K +$135 +1 +0.8%
TFA
1125
Toth Financial Advisory
Virginia
$16.9K

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.