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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 %
PW
1126
Peninsula Wealth
California
– -$282K -2,151 Closed
BAAM
1127
Baker Avenue Asset Management
California
– -$252K -1,919 Closed
IDBONY
1128
Israel Discount Bank of New York
New York
– -$246K -1,875 Closed
RDWM
1129
Red Door Wealth Management
Tennessee
– -$235K -1,789 Closed
CAM
1130
Crestone Asset Management
Colorado
– -$224K -1,709 Closed
MC
1131
McCarthy & Cox
Ohio
– -$205K -1,564 Closed
SHA
1132
Seneca House Advisors
Virginia
– -$203K -1,548 Closed
NF
1133
Nvest Financial
New Hampshire
– -$202K -1,543 Closed
RCA
1134
Ranch Capital Advisors
Florida
– -$202K -1,542 Closed
AWE
1135
Avidian Wealth Enterprises
Texas
– -$202K -1,538 Closed
FSWA
1136
Financial Synergies Wealth Advisors
Texas
– -$197K -1,500 Closed
First Manhattan
1137
First Manhattan
New York
– -$195K -1,485 Closed
WIC
1138
Woodmont Investment Counsel
Tennessee
– -$154K -1,177 Closed
NIC
1139
Northwest Investment Counselors
Oregon
– -$138K -1,048 Closed
Simplex Trading
1140
Simplex Trading
Illinois
– -$83K -634 Closed
VL
1141
Vima LLC
Michigan
– -$67.5K -546 Closed
CWM
1142
CarsonAllaria Wealth Management
Illinois
– -$41.6K -317 Closed
PCM
1143
Palouse Capital Management
Washington
– -$33.6K -256 Closed
AWM
1144
Aspire Wealth Management
Massachusetts
– -$30.7K -234 Closed
CTA
1145
Colonial Trust Advisors
South Carolina
– -$28.1K -214 Closed
WWP
1146
WR Wealth Planners
Missouri
– -$7.87K -60 Closed
CJ
1147
Caitlin John
Michigan
– -$3.88K -30 Closed
MBFW
1148
Morton Brown Family Wealth
Pennsylvania
– -$2.63K -20 Closed
FGAM
1149
Financial Gravity Asset Management
Texas
– -$834 -6 Closed
BNP Paribas Financial Markets
1150
BNP Paribas Financial Markets
France
– -$394 -3 Closed
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