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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 %
CA
151
Cornerstone Advisory
Maryland
$6.18M +$172K +1,284 +3%
SF
152
Synovus Financial
Georgia
$5.96M -$5.88M -44,476 -50%
1IA
153
1834 Investment Advisors
Wisconsin
$5.89M -$145K -1,095 -2%
WTC
154
WhitTier Trust Company
Nevada
$5.86M -$125K -944 -2%
SDAM
155
Shulman DeMeo Asset Management
New York
$5.85M -$295K -2,230 -5%
TC
156
Trilogy Capital
California
$5.81M +$34.1K +258 +0.6%
PMG
157
ProVise Management Group
Florida
$5.75M -$406K -3,070 -7%
CFGS
158
Concourse Financial Group Securities
Alabama
$5.66M +$4.8K +36 +0.1%
AWG
159
Altus Wealth Group
Colorado
$5.64M -$228K -1,723 -4%
AMM
160
American Money Management
California
$5.61M +$134K +1,011 +2%
FHA
161
Flagship Harbor Advisors
Massachusetts
$5.61M +$15.5K +117 +0.3%
HFRG
162
Houlihan Financial Resource Group
Virginia
$5.55M +$6.74K +51 +0.1%
EFS
163
Essex Financial Services
Connecticut
$5.53M -$65.1K -493 -1%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$5.46M +$2.9M +21,930 +113%
TPW
165
TL Private Wealth
Texas
$5.35M -$195K -1,477 -4%
BDF
166
Black Diamond Financial
Maryland
$5.32M -$380K -2,880 -7%
CTC
167
Central Trust Company
Missouri
$5.29M -$146K -1,108 -3%
NCM
168
Neumann Capital Management
California
$5.29M -$713K -5,400 -12%
FHA
169
First Horizon Advisors
Tennessee
$5.28M – – –
KWA
170
Kingswood Wealth Advisors
California
$5.24M +$1.19M +8,996 +29%
VAG
171
VisionPoint Advisory Group
Texas
$5.2M -$758K -5,772 -13%
JWWM
172
Johnson & White Wealth Management
Pennsylvania
$5.19M -$576K -4,386 -10%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$5.17M +$67.4K +510 +1%
SF
174
Strategent Financial
Virginia
$5.17M +$5.17M +39,116 New
FFP
175
Forbes Financial Planning
Rhode Island
$5.13M +$9.12K +69 +0.2%
5 6
7
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