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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
BC
1151
Broadwater Capital
Massachusetts
$3.98K
PFG
1152
Peterson Financial Group
Iowa
$3.81K +$3.65K +27 New
GWSA
1153
Global Wealth Strategies & Associates
Colorado
$2.84K
CMP
1154
Coston McIsaac & Partners
Maine
$2.06K +$9.74K +72 +0.5%
HCP
1155
Hexagon Capital Partners
Arkansas
$1.51K
RF
1156
Robinswood Financial
Washington
$1.42K
WOC
1157
West Oak Capital
California
$604
FGC
1158
Financial Gravity Companies
Texas
$284 +$270 +2 New
NSLI
1159
Nan Shan Life Insurance
Taiwan
-$45.5M -357,410 Closed
SFC
1160
Strategic Financial Concepts
Texas
-$188K -88,692 Closed
SW
1161
SVB Wealth
Massachusetts
-$2.16M -16,948 Closed
VCM
1162
Virtue Capital Management
Tennessee
-$1.3M -9,860 Closed
OFS
1163
OneAscent Financial Services
Alabama
-$569K -4,477 Closed
C
1164
Certuity
Florida
-$520K -4,085 Closed
FAB
1165
First American Bank
Illinois
-$500K -3,934 Closed
BFG
1166
Bleakley Financial Group
New Jersey
-$439K -3,454 Closed
FIM
1167
Freedom Investment Management
Connecticut
-$368K -2,893 Closed
MHS
1168
M Holdings Securities
Oregon
-$366K -2,876 Closed
RWP
1169
Revolve Wealth Partners
New Jersey
-$363K -2,856 Closed
Fisher Asset Management
1170
Fisher Asset Management
Washington
-$328K -2,581 Closed
Qube Research & Technologies (QRT)
1171
Qube Research & Technologies (QRT)
United Kingdom
-$319K -2,505 Closed
IIC
1172
Integrated Investment Consultants
Michigan
-$316K -2,409 Closed
EGM
1173
Engineers Gate Manager
New York
-$299K -2,353 Closed
FFS
1174
Founders Financial Securities
Maryland
-$293K -2,305 Closed
WKWM
1175
Walter & Keenan Wealth Management
Indiana
-$289K -2,273 Closed

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.