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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
BWP
1176
BSW Wealth Partners
Colorado
-$264K -2,073 Closed
MWA
1177
Midland Wealth Advisors
Illinois
-$255K -2,004 Closed
TF
1178
Trek Financial
Arizona
-$255K -2,002 Closed
GI
1179
Gradient Investments
Minnesota
-$254K -1,994 Closed
ZIM
1180
Zacks Investment Management
Illinois
-$223K -1,756 Closed
MPW
1181
Monterey Private Wealth
California
-$221K -1,738 Closed
EWS
1182
Evergreen Wealth Solutions
Pennsylvania
-$221K -1,735 Closed
RCA
1183
Resonant Capital Advisors
Wisconsin
-$218K -1,711 Closed
BWP
1184
Balboa Wealth Partners
Arizona
-$217K -1,709 Closed
KIA
1185
Kraematon Investment Advisors
Massachusetts
-$211K -1,656 Closed
CIA
1186
Choate Investment Advisors
Massachusetts
-$202K -1,585 Closed
BCM
1187
Brookstone Capital Management
Illinois
-$208K -1,555 Closed
RFG
1188
RFP Financial Group
Georgia
-$96.8K -761 Closed
TSWM
1189
Tyler-Stone Wealth Management
Ohio
-$84.7K -666 Closed
CVA
1190
Central Valley Advisors
California
-$860K -618 Closed
BHWM
1191
Beaird Harris Wealth Management
Texas
-$71.5K -562 Closed
OWA
1192
Opal Wealth Advisors
New York
-$34.1K -268 Closed
FRA
1193
Front Row Advisors
California
-$20K -157 Closed
AFWM
1194
Abich Financial Wealth Management
Virginia
-$15.3K -120 Closed
CC
1195
Cultivar Capital
Texas
-$15.1K -118 Closed
FPF
1196
First Pacific Financial
Washington
-$9.54K -75 Closed
SA
1197
Scarborough Advisors
Maryland
-$7.22K -57 Closed
BBPWM
1198
Blue Bell Private Wealth Management
Pennsylvania
-$5.98K -47 Closed
CP
1199
Camelot Portfolios
Ohio
-$5.6K -44 Closed
HH
1200
HWG Holdings
Texas
-$2.67K -21 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.