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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
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
Kestra Advisory Services
Texas
$35.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$45.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$15.3M
5
AA
Axiom Advisory
California
$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
Bank of America
North Carolina
$996M
3
Ameriprise
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
5
HNB
Huntington National Bank
Ohio
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$6.33M -$542K -4,264 -8%
OC
152
Oppenheimer & Co
New York
$6.11M +$15.5K +122 +0.3%
TPW
153
TL Private Wealth
Texas
$6.04M -$155K -1,168 -2%
SF
154
Synovus Financial
Georgia
$6.04M +$177K +1,390 +3%
SL
155
Salomon & Ludwin
Virginia
$6.03M -$4.49M -35,520 -43%
FTWA
156
Fifth Third Wealth Advisors
Ohio
$6.01M +$2.47M +19,389 +70%
SDAM
157
Shulman DeMeo Asset Management
New York
$5.92M -$51.8K -407 -0.9%
JWWM
158
Johnson & White Wealth Management
Pennsylvania
$5.88M -$1.01M -7,954 -15%
ACI
159
Alpha Cubed Investments
California
$5.84M -$186K -1,462 -3%
WTC
160
WhitTier Trust Company
Nevada
$5.82M -$28.5K -224 -0.5%
EFS
161
Essex Financial Services
Connecticut
$5.77M +$23.2K +174 +0.4%
1IA
162
1834 Investment Advisors
Wisconsin
$5.74M -$483K -3,800 -8%
VAG
163
VisionPoint Advisory Group
Texas
$5.71M +$3.22M +25,350 +129%
TC
164
Trilogy Capital
California
$5.7M +$56.5K +444 +1%
CA
165
Cornerstone Advisory
Maryland
$5.65M -$32.7K -257 -0.6%
CWM
166
Connecticut Wealth Management
Connecticut
$5.52M -$32K -252 -0.6%
BDF
167
Black Diamond Financial
Maryland
$5.49M +$4.57M +35,959 +500%
IC
168
IEQ Capital
California
$5.44M +$340K +2,671 +7%
P
169
&Partners
Tennessee
$5.36M +$3.84M +30,158 +251%
AP
170
Americana Partners
Texas
$5.34M -$903K -7,104 -14%
CHA
171
Carmichael Hill & Associates
Maryland
$5.34M -$17.4K -137 -0.3%
CFGS
172
Concourse Financial Group Securities
Alabama
$5.34M +$5.47K +43 +0.1%
HFRG
173
Houlihan Financial Resource Group
Virginia
$5.32M +$382 +3 +0%
Deutsche Bank
174
Deutsche Bank
Germany
$5.29M +$85.1K +669 +2%
CTC
175
Central Trust Company
Missouri
$5.29M -$184K -1,444 -3%
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