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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$26.9M
3
GB
Gunma Bank
Japan
$9.52M
4
HCP
Holt Capital Partners
Texas
$14.6M
5
SF
Synovus Financial
Georgia
$12.7M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$0
2
Ameriprise
Ameriprise
Minnesota
$242M
3
ODG
O'Dell Group
Ohio
$12M
4
HNB
Huntington National Bank
Ohio
$23.5M
5
Bank of America
Bank of America
North Carolina
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1126
Pin Oak Investment Advisors
Texas
$14K -$4.48K -32 -24%
DWS
1127
Dynamic Wealth Strategies
California
$14K – – –
HF
1128
Halpern Financial
Virginia
$11.5K – – –
CPBTD
1129
Central Pacific Bank - Trust Division
Hawaii
$10.4K – – –
MWM
1130
Mascoma Wealth Management
New Hampshire
$10.2K – – –
AW
1131
Avion Wealth
Texas
$10K -$2.11K -16 -17%
SFCL
1132
Strengthening Families & Communities LLC
Massachusetts
$8.95K – – –
IAIM
1133
International Assets Investment Management
Florida
$8.27K +$8.21K +1,165,660 +13,498%
BTC
1134
Bank & Trust Company
Illinois
$7.1K – – –
VAMG
1135
Voisard Asset Management Group
Michigan
$6.39K +$6.39K +45 New
FFA
1136
Fairfield Financial Advisors
Massachusetts
$6.06K +$141 +1 +2%
HFS
1137
HBC Financial Services
Washington
$6K +$6K +50 New
YDMI
1138
Y.D. More Investments
Israel
$5.97K – – –
WBC
1139
West Branch Capital
Massachusetts
$5.68K – – –
BNP Paribas Financial Markets
1140
BNP Paribas Financial Markets
France
$5.68K +$5.68K +40 New
RDFA
1141
Ritter Daniher Financial Advisory
Ohio
$5.54K – – –
GJWM
1142
Gilliland Jeter Wealth Management
Arkansas
$5.11K +$3.27K +23 +177%
SWS
1143
SYSTM Wealth Solutions
Illinois
$4.63K -$1.12K -8 -20%
JPWM
1144
Jamison Private Wealth Management
Georgia
$3.98K – – –
PFG
1145
Peterson Financial Group
Iowa
$3.81K +$3.81K +27 New
GWSA
1146
Global Wealth Strategies & Associates
Colorado
$2.84K – – –
CMP
1147
Coston McIsaac & Partners
Maine
$2.06K +$10 +72 +0.5%
HCP
1148
Hexagon Capital Partners
Arkansas
$1.51K – – –
WOC
1149
West Oak Capital
California
$604 – – –
FGC
1150
Financial Gravity Companies
Texas
$284 +$284 +2 New
44 45
46
47 48