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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.

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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.76M
3
HNB
Huntington National Bank
Ohio
$21.8M
4
IWMWV
Ironwood Wealth Management (West Virginia)
West Virginia
$0
5
AG
AlTi Global
New York
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFP
1226
Wrenne Financial Planning
Kentucky
– -$210K -1,480 Closed
GAG
1227
GM Advisory Group
New York
– -$210K -1,477 Closed
SAM
1228
Summit Asset Management
Tennessee
– -$210K -1,475 Closed
RFO
1229
RiverGlades Family Offices
Florida
– -$210K -1,475 Closed
IIA
1230
Integral Investment Advisors
California
– -$210K -1,475 Closed
MAG
1231
Mayfair Advisory Group
Alabama
– -$207K -1,468 Closed
BEAM
1232
Baker Ellis Asset Management
Washington
– -$207K -1,460 Closed
ODA
1233
One Degree Advisors
California
– -$206K -1,458 Closed
HL
1234
HeadInvest LLC
Maine
– -$207K -1,458 Closed
Chevy Chase Trust
1235
Chevy Chase Trust
Maryland
– -$207K -1,455 Closed
SEIA
1236
Signature Estate & Investment Advisors
California
– -$207K -1,455 Closed
OPW
1237
Oxler Private Wealth
New York
– -$206K -1,451 Closed
FA
1238
Financial Alternatives
California
– -$206K -1,451 Closed
V
1239
ViaWealth
Kansas
– -$206K -1,451 Closed
B
1240
Bensler
Washington
– -$205K -1,447 Closed
LWM
1241
Lodestone Wealth Management
Washington
– -$205K -1,440 Closed
IIA
1242
ICW Investment Advisors
Arizona
– -$202K -1,425 Closed
AWM
1243
Accurate Wealth Management
Florida
– -$203K -1,422 Closed
AC
1244
AWM Capital
Arizona
– -$201K -1,415 Closed
CFCI
1245
Comprehensive Financial Consultants Institutional
Indiana
– -$201K -1,414 Closed
NFA
1246
Northwest Financial Advisors
Virginia
– -$196K -1,377 Closed
BCP
1247
Blue Chip Partners
Michigan
– -$190K -1,337 Closed
FCM
1248
Fourpath Capital Management
Oklahoma
– -$132K -929 Closed
GSEP
1249
Golden State Equity Partners
California
– -$96.6K -680 Closed
AWA
1250
Alaska Wealth Advisors
Alaska
– -$85.9K -605 Closed
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