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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$147M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$26.9M
3
GB
3
Gunma Bank
Japan
$9.52M
4
HCP
4
Holt Capital Partners
Texas
$14.6M
5
SF
5
Synovus Financial
Georgia
$12.7M

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$0
2
Ameriprise
2
Ameriprise
Minnesota
$242M
3
ODG
3
O'Dell Group
Ohio
$12M
4
HNB
4
Huntington National Bank
Ohio
$23.5M
5
Bank of America
5
Bank of America
North Carolina
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Greenleaf Trust
Michigan
$8.49M -$167K -1,179 -2%
WANY
127
Wealthspire Advisors (New York)
New York
$8.49M +$1.01M +7,120 +14%
Brown Advisory
128
Brown Advisory
Maryland
$8.48M -$489K -3,442 -5%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$8.46M -$790K -5,563 -9%
SFWC
130
Strategic Family Wealth Counselors
New Jersey
$8.32M +$432K +3,039 +5%
Franklin Resources
131
Franklin Resources
California
$8.19M +$174K +1,222 +2%
WIC
132
Whitegate Investment Counselors
New Hampshire
$8.12M -$233K -1,637 -3%
CWM
133
Cornerstone Wealth Management
Missouri
$7.93M +$138K +971 +2%
FTWA
134
Fifth Third Wealth Advisors
Ohio
$7.9M +$1.19M +8,393 +18%
M&T Bank
135
M&T Bank
New York
$7.81M +$152K +1,068 +2%
AWM
136
Aries Wealth Management
Maine
$7.68M -$256K -1,800 -3%
RFC
137
Regions Financial Corp
Alabama
$7.63M -$5.26K -37 -0.1%
PWM
138
Peterson Wealth Management
Nevada
$7.57M -$2.2M -15,455 -22%
ST
139
Smithfield Trust
Pennsylvania
$7.32M -$919K -6,466 -11%
AGC
140
Aspen Grove Capital
Colorado
$7.27M – – –
JWCA
141
J.W. Cole Advisors
Florida
$7.25M -$134K -945 -2%
AA
142
Axiom Advisory
California
$7.12M +$148K +1,095 +2%
P
143
&Partners
Tennessee
$7.1M +$1.14M +8,063 +19%
WT
144
Whittier Trust
California
$7.02M -$41K -289 -0.6%
SAS
145
SMI Advisory Services
Indiana
$6.87M -$2.89M -20,530 -30%
IC
146
IEQ Capital
California
$6.86M +$786K +5,535 +13%
PWG
147
Private Wealth Group
Florida
$6.84M -$270K -1,898 -4%
OC
148
Oppenheimer & Co
New York
$6.74M -$82.5K -581 -1%
AAS
149
Ameritas Advisory Services
Nebraska
$6.66M -$1.03M -7,218 -13%
PMG
150
ProVise Management Group
Florida
$6.62M -$1.82M -12,780 -22%
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