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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
SIS
1126
Sound Income Strategies
Florida
$16.6K +$15.8K +117 New
GWANC
1127
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.6K
CPG
1128
Cornerstone Planning Group
New Jersey
$15.6K
RFA
1129
Register Financial Advisors
Georgia
$15.4K
OWP
1130
ORG Wealth Partners
Texas
$14.9K +$14.2K +105 New
FNWA
1131
Financial Network Wealth Advisors
Utah
$14.2K +$13.5K +100 New
POIA
1132
Pin Oak Investment Advisors
Texas
$14K -$4.33K -32 -24%
DWS
1133
Dynamic Wealth Strategies
California
$14K
HF
1134
Halpern Financial
Virginia
$11.5K
CPBTD
1135
Central Pacific Bank - Trust Division
Hawaii
$10.4K
MWM
1136
Mascoma Wealth Management
New Hampshire
$10.2K
AW
1137
Avion Wealth
Texas
$10K -$2.16K -16 -17%
SFCL
1138
Strengthening Families & Communities LLC
Massachusetts
$8.95K
IAIM
1139
International Assets Investment Management
Florida
$8.27K +$158M +1,165,660 +13,498%
BTC
1140
Bank & Trust Company
Illinois
$7.1K
VAMG
1141
Voisard Asset Management Group
Michigan
$6.39K +$6.09K +45 New
FFA
1142
Fairfield Financial Advisors
Massachusetts
$6.06K +$135 +1 +2%
HFS
1143
HBC Financial Services
Washington
$6K +$6.76K +50 New
YDMI
1144
Y.D. More Investments
Israel
$5.97K
WBC
1145
West Branch Capital
Massachusetts
$5.68K
BNP Paribas Financial Markets
1146
BNP Paribas Financial Markets
France
$5.68K +$5.41K +40 New
RDFA
1147
Ritter Daniher Financial Advisory
Ohio
$5.54K
GJWM
1148
Gilliland Jeter Wealth Management
Arkansas
$5.11K +$3.11K +23 +177%
SWS
1149
SYSTM Wealth Solutions
Illinois
$4.63K -$1.08K -8 -20%
JPWM
1150
Jamison Private Wealth Management
Georgia
$3.98K

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.