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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
2
Kestra Advisory Services
Texas
$35.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$15.3M
5
AA
5
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
2
Bank of America
North Carolina
$996M
3
Ameriprise
3
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116M
5
HNB
5
Huntington National Bank
Ohio
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$9.74M 76,571 -1,814 -2%
Corient Private Wealth
102
Corient Private Wealth
Florida
$9.57M 75,278 -354 -0.5%
NCM
103
Neumann Capital Management
California
$9.26M 72,806 +300 +0.4%
NA
104
NewEdge Advisors
Louisiana
$9.21M 72,416 -919 -1%
DWP
105
Destiny Wealth Partners
Florida
$8.78M 69,007 -2,368 -3%
SAS
106
SMI Advisory Services
Indiana
$8.75M 69,300 +47,773 +222%
PWM
107
Peterson Wealth Management
Nevada
$8.74M 68,739 +16,421 +31%
CAM
108
Cresset Asset Management
Illinois
$8.67M 68,194 +31,775 +87%
FAIM
109
Financial Advocates Investment Management
Washington
$8.67M 68,144 +4,748 +7%
AF
110
Apexium Financial
Texas
$8.65M 67,977 -1,916 -3%
SB
111
Simmons Bank
Arkansas
$8.52M 66,965 -984 -1%
WFA
112
Wellspring Financial Advisors
Ohio
$8.46M 66,507 -4,755 -7%
MWM
113
Mission Wealth Management
California
$8.4M 66,056 -1,650 -2%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$8.25M 65,123 +6,336 +11%
CI
115
CX Institutional
Indiana
$8.17M 64,274 -1,698 -3%
MA
116
MONECO Advisors
Connecticut
$8.13M 63,947 -1,429 -2%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$8.09M 63,571 -705 -1%
RJT
118
Raymond James Trust
Florida
$8.05M 63,335 -730 -1%
Brown Advisory
119
Brown Advisory
Maryland
$8.03M 63,138 -1,587 -2%
FNC
120
First National Corp
Massachusetts
$7.97M 62,668 -8,458 -12%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.88M 61,988 +22 +0%
MMA
122
Miracle Mile Advisors
California
$7.77M 61,128 +4,164 +7%
GT
123
Greenleaf Trust
Michigan
$7.75M 60,957 +1,125 +2%
PWP
124
Precedent Wealth Partners
Texas
$7.69M 60,427 +483 +0.8%
AllianceBernstein
125
AllianceBernstein
Tennessee
$7.57M 59,533 +1,219 +2%
3 4
5
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