SDY icon

SPDR S&P Dividend ETF

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IWMWV
101
Ironwood Wealth Management (West Virginia)
West Virginia
$10.6M +$149K +1,173 +1%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$10.3M +$2.43M +18,495 +31%
William Blair & Company
103
William Blair & Company
Illinois
$10.3M -$542K -4,133 -5%
Corient Private Wealth
104
Corient Private Wealth
Florida
$9.93M -$1.66M -12,649 -14%
NA
105
NewEdge Advisors
Louisiana
$9.62M -$689K -5,250 -7%
CA
106
Cetera Advisors
Colorado
$9.61M +$4.26M +32,440 +80%
NCM
107
Neumann Capital Management
California
$9.52M +$122K +927 +1%
DWP
108
Destiny Wealth Partners
Florida
$9.37M +$3.54K +27 +0%
WFA
109
Wellspring Financial Advisors
Ohio
$9.35M -$2.41M -18,360 -20%
DAS
110
Dynamic Advisor Solutions
Arizona
$9.25M -$381K -2,900 -4%
AF
111
Apexium Financial
Texas
$9.17M -$308K -2,346 -3%
SB
112
Simmons Bank
Arkansas
$8.92M -$102K -777 -1%
FNC
113
First National Corp
Massachusetts
$8.89M
MWM
114
Mission Wealth Management
California
$8.89M -$72.7K -554 -0.8%
AWG
115
Altus Wealth Group
Colorado
$8.76M -$1.12M -8,562 -11%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$8.72M -$3.44M -26,247 -28%
CI
117
CX Institutional
Indiana
$8.66M -$162K -1,233 -2%
MA
118
MONECO Advisors
Connecticut
$8.58M +$113K +858 +1%
Brown Advisory
119
Brown Advisory
Maryland
$8.49M -$2M -15,240 -19%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$8.44M +$47.6K +363 +0.6%
RJT
121
Raymond James Trust
Florida
$8.41M -$429K -3,267 -5%
AFG
122
Albion Financial Group
Utah
$8.33M +$212K +1,615 +3%
FAIM
123
Financial Advocates Investment Management
Washington
$8.28M -$289K -2,216 -3%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.13M -$28.6K -218 -0.4%
Citadel Advisors
125
Citadel Advisors
Florida
$8.03M +$5.28M +40,223 +192%