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State Street SPDR S&P Dividend ETF

1,155 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 296 increasing their positions, 449 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 42

11% more call options, than puts

Call options by funds: $7.2M | Put options by funds: $6.48M

9% more capital invested

Capital invested by funds: $8.45B → $9.23B (+$782M)

5% more funds holding

Funds holding: 1,1031,155 (+52)

0.64% more ownership

Funds ownership: 42.72%43.37% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

34% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 449

Holders
1,155
Holders Change
+52
Holders Change %
+4.71%
% of All Funds
16.59%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
108
Increased
296
Reduced
449
Closed
42
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
AlTi Global
New York
$11.5M
US Bancorp
102
US Bancorp
Minnesota
$10.9M -$377K -2,787 -3%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.9M +$1.99M +14,691 +24%
IWM
104
IHT Wealth Management
Illinois
$10.8M -$207K -1,529 -2%
William Blair & Company
105
William Blair & Company
Illinois
$10.6M -$234K -1,731 -2%
NA
106
NewEdge Advisors
Louisiana
$10.4M +$147K +1,087 +2%
CAM
107
Cresset Asset Management
Illinois
$10.4M +$663K +4,904 +7%
SWP
108
Stratos Wealth Partners
Ohio
$10.3M +$2.6M +19,224 +36%
WFA
109
Wellspring Financial Advisors
Ohio
$9.97M +$498K +3,680 +6%
Cerity Partners
110
Cerity Partners
New York
$9.96M +$1.68M +12,453 +22%
DWP
111
Destiny Wealth Partners
Florida
$9.78M -$24.9K -184 -0.3%
FAIM
112
Financial Advocates Investment Management
Washington
$9.66M -$16.6K -123 -0.2%
GB
113
Gunma Bank
Japan
$9.52M +$9.06M +67,000 New
CI
114
CX Institutional
Indiana
$9.5M +$349K +2,580 +4%
MWM
115
Mission Wealth Management
California
$9.31M -$73.6K -544 -0.8%
SB
116
Simmons Bank
Arkansas
$9.26M -$237K -1,752 -3%
AllianceBernstein
117
AllianceBernstein
Tennessee
$9.23M +$734K +5,425 +9%
RJT
118
Raymond James Trust
Florida
$9.06M +$57.1K +422 +0.7%
PWP
119
Precedent Wealth Partners
Texas
$8.94M +$343K +2,538 +4%
MCA
120
MSH Capital Advisors
Arizona
$8.9M +$686K +5,072 +9%
MA
121
MONECO Advisors
Connecticut
$8.88M -$191K -1,412 -2%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$8.88M -$144K -1,066 -2%
AF
123
Apexium Financial
Texas
$8.84M -$774K -5,725 -8%
FNC
124
First National Corp
Massachusetts
$8.79M -$110K -814 -1%
MMA
125
Miracle Mile Advisors
California
$8.63M -$49.9K -369 -0.6%

SDY Hedge Fund Activity: Q3 2024 in Review

1,155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2024, worth a combined $9.23B — up 9.3% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SDY positions and 42 closed out — a net gain of 66 holders — while 296 added to existing stakes and 449 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $158M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $45.5M sold.

  • 1,155 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2024, up from 1,103 in Q2 2024.
  • Funds reported $9.23B of State Street SPDR S&P Dividend ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 108 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2024 and 42 closed out, a net change of +66 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $158M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2024 was Nan Shan Life Insurance, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2024.