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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$7.55M -$6.25M -49,133 -45%
AMM
127
American Money Management
California
$7.54M +$43.2K +340 +0.6%
WIC
128
Whitegate Investment Counselors
New Hampshire
$7.48M +$3.56K +28 +0%
ST
129
Smithfield Trust
Pennsylvania
$7.38M -$349K -2,740 -5%
Cerity Partners
130
Cerity Partners
New York
$7.33M -$391K -3,074 -5%
MCA
131
MSH Capital Advisors
Arizona
$7.32M +$537K +4,220 +8%
Franklin Resources
132
Franklin Resources
California
$7.15M -$394K -3,099 -5%
AWM
133
Aries Wealth Management
Maine
$7.1M -$35K -275 -0.5%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$7.06M +$132K +1,037 +2%
HCP
135
Holt Capital Partners
Texas
$7.04M -$6.4M -50,314 -48%
Citadel Advisors
136
Citadel Advisors
Florida
$6.97M -$813K -6,392 -10%
CWM
137
Cornerstone Wealth Management
Missouri
$6.97M +$55.5K +436 +0.8%
AAS
138
Ameritas Advisory Services
Nebraska
$6.88M -$19K -149 -0.3%
M&T Bank
139
M&T Bank
New York
$6.86M -$219K -1,724 -3%
RFC
140
Regions Financial Corp
Alabama
$6.84M -$97.9K -770 -1%
SWP
141
Stratos Wealth Partners
Ohio
$6.78M -$52.8K -415 -0.8%
1832 Asset Management
142
1832 Asset Management
Ontario, Canada
$6.74M -$1.71M -13,422 -20%
WANY
143
Wealthspire Advisors (New York)
New York
$6.69M -$313K -2,465 -4%
AA
144
Axiom Advisory
California
$6.65M +$6.65M +51,592 New
DBIA
145
Dumont & Blake Investment Advisors
New Jersey
$6.64M +$3.31M +26,006 +99%
JWCA
146
J.W. Cole Advisors
Florida
$6.62M -$153K -1,201 -2%
AGC
147
Aspen Grove Capital
Colorado
$6.51M – – –
AWG
148
Altus Wealth Group
Colorado
$6.47M -$2.01M -15,824 -24%
KP
149
Kitching Partners
Pennsylvania
$6.44M +$20.9K +164 +0.3%
PWG
150
Private Wealth Group
Florida
$6.37M +$52.7K +414 +0.8%
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