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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 %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$7.88M -$376K -2,850 -5%
MMA
127
Miracle Mile Advisors
California
$7.86M -$161K -1,221 -2%
P
128
&Partners
Tennessee
$7.78M +$1.16M +8,790 +18%
Franklin Resources
129
Franklin Resources
California
$7.73M +$147K +1,111 +2%
SFWC
130
Strategic Family Wealth Counselors
New Jersey
$7.69M -$47K -356 -0.6%
PWM
131
Peterson Wealth Management
Nevada
$7.67M +$632K +4,781 +9%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$7.62M -$176K -1,345 -2%
WIC
133
Whitegate Investment Counselors
New Hampshire
$7.6M +$51.3K +388 +0.7%
CAM
134
Cresset Asset Management
Illinois
$7.48M -$2.18M -16,494 -23%
FTWA
135
Fifth Third Wealth Advisors
Ohio
$7.45M +$102K +775 +1%
CWM
136
Cornerstone Wealth Management
Missouri
$7.43M +$64.3K +487 +0.9%
WANY
137
Wealthspire Advisors (New York)
New York
$7.35M -$542K -4,103 -7%
M&T Bank
138
M&T Bank
New York
$7.26M -$3.04K -23 -0%
OC
139
Oppenheimer & Co
New York
$7.17M +$899K +6,802 +14%
RFC
140
Regions Financial Corp
Alabama
$6.98M -$113K -858 -2%
AWM
141
Aries Wealth Management
Maine
$6.93M -$211K -1,594 -3%
GB
142
Gunma Bank
Japan
$6.78M -$2.07M -15,700 -23%
AGC
143
Aspen Grove Capital
Colorado
$6.76M – – –
JWCA
144
J.W. Cole Advisors
Florida
$6.69M -$60.5K -458 -0.9%
AP
145
Americana Partners
Texas
$6.67M +$581K +4,398 +10%
IC
146
IEQ Capital
California
$6.65M +$266K +2,012 +4%
PWG
147
Private Wealth Group
Florida
$6.53M +$172K +1,300 +3%
ST
148
Smithfield Trust
Pennsylvania
$6.35M -$461K -3,492 -7%
AAS
149
Ameritas Advisory Services
Nebraska
$6.3M +$105K +797 +2%
WT
150
Whittier Trust
California
$6.25M -$282K -2,131 -4%
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