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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
AlphaMark Advisors
Kentucky
$38K – – –
DWM
1102
Darwin Wealth Management
Florida
$38K +$279 +2 +0.7%
SCM
1103
Sterling Capital Management
North Carolina
$37.9K – – –
DJSG
1104
D.J. St. Germain
Massachusetts
$37.9K +$40.1K +287 New
AWM
1105
Angeles Wealth Management
California
$37.3K – – –
MHR
1106
Matthew Hamilton Rosenberg
$36.7K – – –
TVWM
1107
Tower View Wealth Management
Wisconsin
$36.3K +$279 +2 +0.7%
SIS
1108
Strategic Investment Solutions
Illinois
$34.8K +$140 +1 +0.4%
RWM
1109
Rialto Wealth Management
New York
$34.1K +$36K +258 New
EDRH
1110
Edmond de Rothschild Holding
Switzerland
$33K – – –
EPIM
1111
Evelyn Partners Investment Management
$33K +$34.9K +250 New
CWP
1112
Clark Wealth Partners
Illinois
$32.8K +$34.6K +248 New
FF
1113
Friedenthal Financial
New Jersey
$32.8K – – –
WI
1114
Wintrust Investments
Illinois
$32K -$52.8K -378 -61%
HWM
1115
Hemington Wealth Management
Virginia
$32K – – –
RAM
1116
Riggs Asset Management
Pennsylvania
$32K – – –
NWMP
1117
Noble Wealth Management PBC
Colorado
$31.8K +$33.7K +241 New
KIM
1118
Kestra Investment Management
Texas
$31K +$32.8K +235 New
SVCP
1119
Silicon Valley Capital Partners
California
$30K – – –
PCTC
1120
Perkins Coie Trust Company
Washington
$29.7K – – –
JFA
1121
JNBA Financial Advisors
Minnesota
$29.6K – – –
FFA
1122
Frazier Financial Advisors
Ohio
$29.4K – – –
CTA
1123
Colonial Trust Advisors
South Carolina
$28.9K +$30.6K +219 New
GCM
1124
Gables Capital Management
Florida
$28.4K – – –
AW
1125
Avion Wealth
Texas
$26K +$17.5K +125 +164%
43 44
45
46 47

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.