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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
KP
126
Kitching Partners
Pennsylvania
$8.6M +$1.34M +9,917 +20%
GT
127
Greenleaf Trust
Michigan
$8.49M -$159K -1,179 -2%
WANY
128
Wealthspire Advisors (New York)
New York
$8.49M +$963K +7,120 +14%
Brown Advisory
129
Brown Advisory
Maryland
$8.48M -$466K -3,442 -5%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$8.46M -$752K -5,563 -9%
SFWC
131
Strategic Family Wealth Counselors
New Jersey
$8.32M +$411K +3,039 +5%
Franklin Resources
132
Franklin Resources
California
$8.19M +$165K +1,222 +2%
WIC
133
Whitegate Investment Counselors
New Hampshire
$8.12M -$221K -1,637 -3%
CWM
134
Cornerstone Wealth Management
Missouri
$7.93M +$131K +971 +2%
FTWA
135
Fifth Third Wealth Advisors
Ohio
$7.9M +$1.14M +8,393 +18%
M&T Bank
136
M&T Bank
New York
$7.81M +$144K +1,068 +2%
AWM
137
Aries Wealth Management
Maine
$7.68M -$243K -1,800 -3%
RFC
138
Regions Financial Corp
Alabama
$7.63M -$5K -37 -0.1%
PWM
139
Peterson Wealth Management
Nevada
$7.57M -$2.09M -15,455 -22%
ST
140
Smithfield Trust
Pennsylvania
$7.32M -$874K -6,466 -11%
AGC
141
Aspen Grove Capital
Colorado
$7.27M
JWCA
142
J.W. Cole Advisors
Florida
$7.25M -$128K -945 -2%
AA
143
Axiom Advisory
California
$7.12M +$148K +1,095 +2%
P
144
&Partners
Tennessee
$7.1M +$1.09M +8,063 +19%
WT
145
Whittier Trust
California
$7.02M -$39.1K -289 -0.6%
SAS
146
SMI Advisory Services
Indiana
$6.87M -$2.78M -20,530 -30%
IC
147
IEQ Capital
California
$6.86M +$749K +5,535 +13%
PWG
148
Private Wealth Group
Florida
$6.84M -$257K -1,898 -4%
OC
149
Oppenheimer & Co
New York
$6.74M -$78.6K -581 -1%
AAS
150
Ameritas Advisory Services
Nebraska
$6.66M -$976K -7,218 -13%

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.