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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$90.4M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$51.7M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$37.2M
4
PCG
4
Prosperity Consulting Group
Maryland
$16.9M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
MB
4
Mizuho Bank
Japan
$0
5
UBS Group
5
UBS Group
Switzerland
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
1126
ORG Partners
Indiana
– -$758K -6,068 Closed
MWM
1127
Meridian Wealth Management
Kentucky
– -$672K -5,380 Closed
RIM
1128
Rockbridge Investment Management
New York
– -$497K -3,976 Closed
WIA
1129
World Investment Advisors
California
– -$477K -3,817 Closed
LWM
1130
LJI Wealth Management
Indiana
– -$442K -3,540 Closed
ADIM
1131
Alpha DNA Investment Management
Maryland
– -$440K -3,523 Closed
BAG
1132
Bridgewealth Advisory Group
California
– -$420K -3,357 Closed
MAS
1133
Meeder Advisory Services
Ohio
– -$406K -3,245 Closed
CWM
1134
Curi Wealth Management
North Carolina
– -$397K -3,178 Closed
TI
1135
Trexquant Investment
Connecticut
– -$392K -3,137 Closed
SWM
1136
Scissortail Wealth Management
Oklahoma
– -$390K -3,133 Closed
GL
1137
Gerber LLC
Ohio
– -$387K -3,093 Closed
Fisher Asset Management
1138
Fisher Asset Management
Washington
– -$385K -3,083 Closed
LCWP
1139
Legacy Capital Wealth Partners
Arkansas
– -$366K -2,930 Closed
APA
1140
Astoria Portfolio Advisors
New York
– -$360K -2,923 Closed
SAM
1141
Summit Asset Management
Tennessee
– -$340K -2,723 Closed
VT
1142
Vise Technologies
New York
– -$288K -2,302 Closed
RCAG
1143
Rehmann Capital Advisory Group
Michigan
– -$278K -2,224 Closed
CA
1144
Calton & Associates
Florida
– -$276K -2,211 Closed
MWM
1145
MinichMacGregor Wealth Management
New York
– -$269K -2,150 Closed
MFGM
1146
Marshall Financial Group (Maryland)
Maryland
– -$266K -2,131 Closed
ISWM
1147
Independent Solutions Wealth Management
New York
– -$266K -2,130 Closed
BC
1148
Brio Consultants
California
– -$243K -1,947 Closed
BC
1149
Burney Company
Virginia
– -$242K -1,934 Closed
AAMC
1150
Asset Allocation & Management Company
Illinois
– -$238K -1,902 Closed
44 45
46
47 48