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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$89.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$223M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
MCM
4
MAI Capital Management
Ohio
$100M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$28.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
HNB
3
Huntington National Bank
Ohio
$21.8M
4
IWMWV
4
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
5
AlTi Global
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$10.9M +$7.5M +56,755 +221%
Cerity Partners
102
Cerity Partners
New York
$10.8M +$1.52M +11,526 +16%
ODG
103
O'Dell Group
Ohio
$10.5M -$674K -5,099 -6%
US Bancorp
104
US Bancorp
Minnesota
$10.4M +$254K +1,921 +2%
IWM
105
IHT Wealth Management
Illinois
$10.2M +$91.7K +694 +0.9%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.1M +$528 +4 +0%
William Blair & Company
107
William Blair & Company
Illinois
$10M +$154K +1,165 +2%
FAIM
108
Financial Advocates Investment Management
Washington
$9.69M +$883K +6,816 +10%
NA
109
NewEdge Advisors
Louisiana
$9.63M -$82K -621 -0.8%
SWP
110
Stratos Wealth Partners
Ohio
$9.55M -$28.8K -218 -0.3%
SAS
111
SMI Advisory Services
Indiana
$9.51M +$3.18M +24,455 +50%
CI
112
CX Institutional
Indiana
$9.45M +$620K +4,697 +7%
WFA
113
Wellspring Financial Advisors
Ohio
$9.18M -$95.6K -724 -1%
DWP
114
Destiny Wealth Partners
Florida
$9.09M -$528 -4 -0%
MCA
115
MSH Capital Advisors
Arizona
$9.03M +$749K +5,667 +9%
AllianceBernstein
116
AllianceBernstein
Tennessee
$8.68M +$95.8K +725 +1%
PWP
117
Precedent Wealth Partners
Texas
$8.56M +$243K +1,836 +3%
KP
118
Kitching Partners
Pennsylvania
$8.5M +$499K +3,781 +6%
SB
119
Simmons Bank
Arkansas
$8.4M -$211K -1,599 -2%
FNC
120
First National Corp
Massachusetts
$8.36M +$190K +1,440 +2%
MWM
121
Mission Wealth Management
California
$8.35M -$302K -2,287 -3%
Brown Advisory
122
Brown Advisory
Maryland
$8.27M +$382K +2,892 +5%
AF
123
Apexium Financial
Texas
$8.2M -$22.6K -171 -0.3%
MA
124
MONECO Advisors
Connecticut
$8.16M -$101K -766 -1%
GT
125
Greenleaf Trust
Michigan
$8.06M +$161K +1,217 +2%
3 4
5
6 7