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State Street SPDR S&P Dividend ETF
SDY

1,192 hedge funds and large institutions have $9.51B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 349 increasing their positions, 384 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

15% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.82M

3% more funds holding

Funds holding: 1,155 → 1,192 (+37)

3% more capital invested

Capital invested by funds: $9.23B → $9.51B (+$277M)

0.68% more ownership

Funds ownership: 43.37% → 44.05% (+0.68%)

9% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 384

9% less funds holding in top 10

Funds holding in top 10: 43 → 39 (-4)

Holders
1,192
Holders Change
+37
Holders Change %
+3.2%
% of All Funds
15.7%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.51%
New
148
Increased
349
Reduced
384
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$94.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.1M
3
Wells Fargo
Wells Fargo
California
+$46.9M
4
MCM
MAI Capital Management
Ohio
+$33.6M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$163M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$70.3M
3
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
-$11.8M
4
AG
AlTi Global
New York
-$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
1176
Prudent Man Investment Management
Colorado
$8.32K +$8.8K +63 New
SFCL
1177
Strengthening Families & Communities LLC
Massachusetts
$8K – – –
BTC
1178
Bank & Trust Company
Illinois
$6.61K – – –
CCM
1179
Chilton Capital Management
Texas
$6.34K -$30.9K -221 -82%
HFS
1180
HBC Financial Services
Washington
$6K – – –
YDMI
1181
Y.D. More Investments
Israel
$5.55K – – –
WBC
1182
West Branch Capital
Massachusetts
$5.28K – – –
RDFA
1183
Ritter Daniher Financial Advisory
Ohio
$5.15K – – –
SC
1184
Swan Capital
Florida
$5.02K +$5.31K +38 New
CPA
1185
Compass Planning Associates
Massachusetts
$4.07K +$4.33K +31 New
BC
1186
Broadwater Capital
Massachusetts
$3.7K – – –
MCA
1187
Maryland Capital Advisors
Maryland
$2.91K +$3.07K +22 New
1IA
1188
1620 Investment Advisors
Massachusetts
$2.91K +$3.07K +22 New
GWSA
1189
Global Wealth Strategies & Associates
Colorado
$2.64K – – –
HCP
1190
Hexagon Capital Partners
Arkansas
$1.4K – – –
RF
1191
Robinswood Financial
Washington
$1.32K – – –
BNP Paribas Financial Markets
1192
BNP Paribas Financial Markets
France
$528 -$5.03K -36 -90%
SAM
1193
Synergy Asset Management
Washington
$426 +$419 +3 New
CF
1194
Collier Financial
Colorado
$349 +$419 +3 New
NS
1195
NBC Securities
Alabama
$309 -$321K -2,301 -100%
FGC
1196
Financial Gravity Companies
Texas
$264 – – –
IWMWV
1197
Ironwood Wealth Management (West Virginia)
West Virginia
– -$11.8M -84,017 Closed
Jane Street
1198
Jane Street
New York
– -$6.36M -45,570 Closed
CWM
1199
Connecticut Wealth Management
Connecticut
– -$6.09M -42,886 Closed
HCM
1200
Highview Capital Management
Illinois
– -$2.84M -20,021 Closed
46 47
48
49 50

SDY Hedge Fund Activity: Q4 2024 in Review

1,192 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $9.51B — up 3% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SDY positions and 84 closed out — a net gain of 64 holders — while 349 added to existing stakes and 384 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was International Assets Investment Management, cutting an estimated $163M.

  • 1,192 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
  • Funds reported $9.51B of State Street SPDR S&P Dividend ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 148 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +64 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was International Assets Investment Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2024.