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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$90.4M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$51.7M
3
NSLI
Nan Shan Life Insurance
Taiwan
$37.2M
4
PCG
Prosperity Consulting Group
Maryland
$16.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$14.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Bank of America
Bank of America
North Carolina
$1.06B
4
MB
Mizuho Bank
Japan
$0
5
UBS Group
UBS Group
Switzerland
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
151
J.W. Cole Advisors
Florida
$6.97M -$267K -2,042 -4%
LNC
152
Lincoln National Corp
Pennsylvania
$6.96M -$171K -1,302 -2%
PWM
153
Peterson Wealth Management
Nevada
$6.87M -$1.39M -10,586 -17%
Citigroup
154
Citigroup
New York
$6.74M +$4.01M +30,458 +147%
AGC
155
Aspen Grove Capital
Colorado
$6.72M -$42K -320 -0.6%
KP
156
Kitching Partners
Pennsylvania
$6.62M +$85K +648 +1%
Jane Street
157
Jane Street
New York
$6.56M +$3.02M +23,041 +85%
PWG
158
Private Wealth Group
Florida
$6.51M -$681K -5,191 -9%
AP
159
Americana Partners
Texas
$6.44M -$683K -5,205 -10%
1IA
160
1834 Investment Advisors
Wisconsin
$6.42M -$54.7K -417 -0.8%
OC
161
Oppenheimer & Co
New York
$6.29M +$50.4K +384 +0.8%
ACI
162
Alpha Cubed Investments
California
$6.22M -$132K -1,006 -2%
SDAM
163
Shulman DeMeo Asset Management
New York
$6.17M -$116K -883 -2%
TPW
164
TL Private Wealth
Texas
$6.08M -$91.4K -704 -1%
SF
165
Synovus Financial
Georgia
$6.05M +$271K +2,067 +5%
WTC
166
WhitTier Trust Company
Nevada
$6.04M +$218K +1,660 +4%
FHA
167
Flagship Harbor Advisors
Massachusetts
$6.01M -$946K -7,210 -14%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$5.89M +$1.19M +9,055 +25%
CA
169
Cornerstone Advisory
Maryland
$5.86M +$3.02K +23 +0.1%
TC
170
Trilogy Capital
California
$5.82M +$260K +1,984 +5%
CWM
171
Connecticut Wealth Management
Connecticut
$5.73M -$249K -1,901 -4%
DADC
172
D.A. Davidson & Co
Montana
$5.7M +$4.05M +30,831 +245%
EFS
173
Essex Financial Services
Connecticut
$5.66M +$37.4K +285 +0.7%
CTC
174
Central Trust Company
Missouri
$5.65M +$167K +1,275 +3%
CHA
175
Carmichael Hill & Associates
Maryland
$5.53M -$27.4K -209 -0.5%
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