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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
PMG
151
ProVise Management Group
Florida
$6.62M -$1.73M -12,780 -22%
SDAM
152
Shulman DeMeo Asset Management
New York
$6.6M -$12.4K -92 -0.2%
AP
153
Americana Partners
Texas
$6.55M +$559K +4,137 +10%
1IA
154
1834 Investment Advisors
Wisconsin
$6.49M +$81K +599 +1%
Jane Street
155
Jane Street
New York
$6.47M +$5.27M +38,977 +591%
NCM
156
Neumann Capital Management
California
$6.45M -$3.71M -27,398 -38%
VAG
157
VisionPoint Advisory Group
Texas
$6.44M +$58.8K +435 +1%
WTC
158
WhitTier Trust Company
Nevada
$6.44M -$62.9K -465 -1%
CA
159
Cornerstone Advisory
Maryland
$6.35M +$44.6K +330 +0.7%
AWG
160
Altus Wealth Group
Colorado
$6.31M -$879K -6,496 -13%
JWWM
161
Johnson & White Wealth Management
Pennsylvania
$6.24M -$305K -2,255 -5%
TC
162
Trilogy Capital
California
$6.21M -$144K -1,064 -2%
BDF
163
Black Diamond Financial
Maryland
$6.13M
CWM
164
Connecticut Wealth Management
Connecticut
$6.09M -$71.7K -530 -1%
SL
165
Salomon & Ludwin
Virginia
$6.09M -$649K -4,798 -10%
CHA
166
Carmichael Hill & Associates
Maryland
$6.04M +$77K +569 +1%
CFGS
167
Concourse Financial Group Securities
Alabama
$6.03M +$60.6K +448 +1%
FHA
168
Flagship Harbor Advisors
Massachusetts
$6.01M -$220K -1,626 -4%
EFS
169
Essex Financial Services
Connecticut
$5.99M -$129K -955 -2%
HFRG
170
Houlihan Financial Resource Group
Virginia
$5.96M +$13.1K +97 +0.2%
AMM
171
American Money Management
California
$5.89M -$2.41M -17,838 -30%
Deutsche Bank
172
Deutsche Bank
Germany
$5.88M -$27.5K -203 -0.5%
TPW
173
TL Private Wealth
Texas
$5.88M -$483K -3,570 -8%
Lido Advisors
174
Lido Advisors
California
$5.87M +$116K +860 +2%
CTC
175
Central Trust Company
Missouri
$5.85M -$52.9K -391 -0.9%

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.