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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 %
Lido Advisors
176
Lido Advisors
California
$5.51M -$578K -4,404 -9%
CFGS
177
Concourse Financial Group Securities
Alabama
$5.5M -$140K -1,064 -2%
HFRG
178
Houlihan Financial Resource Group
Virginia
$5.49M -$127K -967 -2%
CB
179
Centennial Bank
Arkansas
$5.39M -$974K -7,422 -15%
Deutsche Bank
180
Deutsche Bank
Germany
$5.38M -$366K -2,785 -6%
IC
181
IEQ Capital
California
$5.26M -$63.3K -482 -1%
FHA
182
First Horizon Advisors
Tennessee
$5.26M -$72.1K -549 -1%
AT
183
American Trust
Kentucky
$4.99M -$201K -1,530 -4%
FFP
184
Forbes Financial Planning
Rhode Island
$4.92M +$154K +1,173 +3%
TCA
185
Transcend Capital Advisors
New Jersey
$4.9M -$73.5K -560 -1%
PWW
186
Pettyjohn Wood & White
Virginia
$4.82M – – –
NL
187
NWAM LLC
Washington
$4.79M -$308K -2,374 -6%
CAM
188
Cresset Asset Management
Illinois
$4.78M +$968K +7,374 +25%
VWM
189
Valley Wealth Managers
New Jersey
$4.75M -$165K -1,256 -3%
SQA
190
Simon Quick Advisors
New Jersey
$4.69M -$468K -3,566 -9%
FCM
191
Firestone Capital Management
Florida
$4.67M -$45K -343 -1%
BPA
192
Beacon Pointe Advisors
California
$4.66M -$91.5K -697 -2%
First Trust Advisors
193
First Trust Advisors
Illinois
$4.65M +$123K +938 +3%
CWMGP
194
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.61M -$591K -4,504 -11%
SYBT
195
Stock Yards Bank & Trust
Kentucky
$4.55M +$260K +1,980 +6%
EWA
196
EP Wealth Advisors
California
$4.51M -$309K -2,354 -6%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$4.48M -$5.54M -42,223 -55%
LF
198
LifeSteps Financial
California
$4.43M -$11.3K -86 -0.3%
DWM
199
Denver Wealth Management
Colorado
$4.38M -$6.06M -46,189 -58%
DC
200
Davenport & Co
Virginia
$4.32M +$162K +1,236 +4%
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