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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Bank of America
Bank of America
North Carolina
$1.06B
4
MB
Mizuho Bank
Japan
$0
5
UBS Group
UBS Group
Switzerland
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
1151
WoodTrust Financial
Wisconsin
– -$237K -1,894 Closed
LWM
1152
Laidlaw Wealth Management
New York
– -$235K -1,881 Closed
NFA
1153
Northwest Financial Advisors
Virginia
– -$234K -1,870 Closed
B
1154
Bensler
Washington
– -$233K -1,865 Closed
KAH
1155
Kathryn A. Hall
– -$218K -1,743 Closed
TW
1156
TritonPoint Wealth
Maryland
– -$218K -1,741 Closed
WIM
1157
Warwick Investment Management
Texas
– -$217K -1,734 Closed
BFC
1158
Bedel Financial Consulting
Indiana
– -$214K -1,715 Closed
CWM
1159
Centurion Wealth Management
Virginia
– -$213K -1,704 Closed
CP
1160
Camelot Portfolios
Ohio
– -$212K -1,694 Closed
W
1161
WPWealth
Texas
– -$205K -1,640 Closed
NPA
1162
Nichols & Pratt Advisers
Massachusetts
– -$203K -1,625 Closed
NAM
1163
NorthCrest Asset Manangement
Minnesota
– -$200K -1,603 Closed
OFG
1164
Oxford Financial Group
Indiana
– -$139K -1,116 Closed
TWM
1165
Tradition Wealth Management
Minnesota
– -$124K -995 Closed
BCM
1166
Bourgeon Capital Management
Connecticut
– -$54.5K -436 Closed
DCM
1167
Davidson Capital Management
Texas
– -$38.2K -306 Closed
TVAMP
1168
Tennessee Valley Asset Management Partners
Tennessee
– -$36.2K -290 Closed
PP
1169
Pacifica Partners
Canada
– -$32.2K -267 Closed
AC
1170
AlphaCore Capital
California
– -$25.7K -206 Closed
TCM
1171
Tradewinds Capital Management
Washington
– -$21.2K -170 Closed
DI
1172
DAGCO Inc
Ohio
– -$12.5K -100 Closed
BSC
1173
Brown Shipley & Co
United Kingdom
– -$12.5K -100 Closed
VAMG
1174
Voisard Asset Management Group
Michigan
– -$12.1K -97 Closed
CWC
1175
Carolinas Wealth Consulting
North Carolina
– -$11.8K -94 Closed
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