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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
Prudential Financial
1201
Prudential Financial
New Jersey
– -$2.71M -19,046 Closed
Tudor Investment Corp
1202
Tudor Investment Corp
Connecticut
– -$2.18M -15,356 Closed
FTUS
1203
Flow Traders U.S.
New York
– -$2.18M -15,343 Closed
Two Sigma Investments
1204
Two Sigma Investments
New York
– -$2.01M -14,159 Closed
TRCT
1205
Tower Research Capital (TRC)
New York
– -$1.46M -10,270 Closed
WWA
1206
WCG Wealth Advisors
Nevada
– -$1.45M -10,177 Closed
KOC
1207
Koss-Olinger Consulting
Florida
– -$1.28M -9,039 Closed
ARC
1208
Advisor Resource Council
Texas
– -$1.01M -7,114 Closed
RW
1209
REDW Wealth
New Mexico
– -$946K -6,663 Closed
FSA
1210
Financial Services Advisory
Maryland
– -$768K -5,404 Closed
AFP
1211
Alpha Financial Partners
Kentucky
– -$646K -4,547 Closed
HF
1212
HRT Financial
New York
– -$493K -3,475 Closed
FFO
1213
Fiduciary Family Office
Florida
– -$462K -3,255 Closed
HWA
1214
Heritage Wealth Advisors
Virginia
– -$438K -3,085 Closed
EWM
1215
Executive Wealth Management
Michigan
– -$438K -3,083 Closed
SIG
1216
Spinnaker Investment Group
California
– -$394K -2,773 Closed
GS
1217
GTS Securities
New York
– -$382K -2,689 Closed
TSS
1218
Two Sigma Securities
New York
– -$367K -2,582 Closed
IWS
1219
Insight Wealth Strategies
California
– -$344K -2,419 Closed
RWM
1220
Revisor Wealth Management
Ohio
– -$322K -2,266 Closed
VFPW
1221
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$315K -2,216 Closed
RIA
1222
Regal Investment Advisors
Michigan
– -$272K -1,916 Closed
CCP
1223
Carmel Capital Partners
California
– -$265K -1,866 Closed
WN
1224
Williams & Novak
California
– -$260K -1,833 Closed
PCA
1225
Providence Capital Advisors
North Carolina
– -$260K -1,828 Closed
47 48
49
50 51

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.