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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$89.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
MCM
4
MAI Capital Management
Ohio
$100M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$28.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
HNB
3
Huntington National Bank
Ohio
$21.8M
4
IWMWV
4
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
5
AlTi Global
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
1201
Spinnaker Investment Group
California
– -$394K -2,773 Closed
GS
1202
GTS Securities
New York
– -$382K -2,689 Closed
TSS
1203
Two Sigma Securities
New York
– -$367K -2,582 Closed
IWS
1204
Insight Wealth Strategies
California
– -$344K -2,419 Closed
RWM
1205
Revisor Wealth Management
Ohio
– -$322K -2,266 Closed
VFPW
1206
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$315K -2,216 Closed
RIA
1207
Regal Investment Advisors
Michigan
– -$272K -1,916 Closed
CCP
1208
Carmel Capital Partners
California
– -$265K -1,866 Closed
WN
1209
Williams & Novak
California
– -$260K -1,833 Closed
PCA
1210
Providence Capital Advisors
North Carolina
– -$260K -1,828 Closed
UFA
1211
US Financial Advisors
Massachusetts
– -$231K -1,626 Closed
CAG
1212
Crestwood Advisors Group
Massachusetts
– -$226K -1,593 Closed
FNBOMD
1213
First National Bank of Mount Dora
Florida
– -$226K -1,590 Closed
AFS
1214
AFG Fiduciary Services
Massachusetts
– -$217K -1,534 Closed
PCA
1215
Prosperity Capital Advisors
Ohio
– -$215K -1,512 Closed
WE
1216
Wealth Effects
Massachusetts
– -$214K -1,510 Closed
SWP
1217
Summit Wealth Partners
Florida
– -$213K -1,502 Closed
RFA
1218
Rollins Financial Advisors
New York
– -$213K -1,502 Closed
OWP
1219
Obermeyer Wealth Partners
Colorado
– -$213K -1,500 Closed
FSWA
1220
Financial Synergies Wealth Advisors
Texas
– -$213K -1,500 Closed
TIA
1221
Traphagen Investment Advisors
New Jersey
– -$213K -1,499 Closed
GWAG
1222
Garrett Wealth Advisory Group
Texas
– -$212K -1,489 Closed
GIM
1223
Goelzer Investment Management
Indiana
– -$211K -1,487 Closed
GSB
1224
Greenfield Savings Bank
Massachusetts
– -$211K -1,485 Closed
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
– -$211K -1,482 Closed
47 48
49
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