State Street SPDR S&P Dividend ETF
1,114 hedge funds and large institutions have $9.02B invested in State Street SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 292 increasing their positions, 493 reducing their positions, and 66 closing their positions.
499% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $2.18M
23% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 66
1% less funds holding
Funds holding: 1,121 → 1,114 (-7)
3.51% less ownership
Funds ownership: 46.44% → 42.93% (-3.5%)
7% less capital invested
Capital invested by funds: $9.7B → $9.02B (-$677M)
15% less funds holding in top 10
Funds holding in top 10: 54 → 46 (-8)
41% less repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 493
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$63.9M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$46.4M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$35.6M |
| 4 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$9.57M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$650M |
| 2 |
JP Morgan Chase
New York
|
-$151M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$71.9M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$47.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.4M |
SDY Hedge Fund Activity: Q1 2024 in Review
1,114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2024, worth a combined $9.02B — down 7% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new SDY positions and 66 closed out — a net gain of 15 holders — while 292 added to existing stakes and 493 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $63.9M. The largest seller was Morgan Stanley, cutting an estimated $650M.
- 1,114 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2024, down from 1,121 in Q4 2023.
- Funds reported $9.02B of State Street SPDR S&P Dividend ETF stock for Q1 2024, down 7% quarter-over-quarter.
- 81 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2024 and 66 closed out, a net change of +15 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $63.9M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.
Based on aggregated 13F filings for Q1 2024.