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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 %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$5.23M -$484K -3,807 -8%
Lido Advisors
177
Lido Advisors
California
$5.15M -$187K -1,469 -4%
CB
178
Centennial Bank
Arkansas
$5.14M -$90.7K -713 -2%
FHA
179
First Horizon Advisors
Tennessee
$5.01M -$87K -684 -2%
NP
180
NorthRock Partners
Minnesota
$4.92M -$2.15M -16,923 -30%
EWA
181
EP Wealth Advisors
California
$4.9M +$524K +4,123 +12%
FFP
182
Forbes Financial Planning
Rhode Island
$4.84M +$72.2K +568 +2%
TCA
183
Transcend Capital Advisors
New Jersey
$4.71M -$30.5K -240 -0.6%
GS
184
GTS Securities
New York
$4.71M +$3.34M +26,228 +242%
SQA
185
Simon Quick Advisors
New Jersey
$4.71M +$160K +1,257 +4%
AT
186
American Trust
Kentucky
$4.65M -$184K -1,445 -4%
CWMGP
187
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.65M +$181K +1,425 +4%
PWW
188
Pettyjohn Wood & White
Virginia
$4.57M -$95.5K -751 -2%
FCM
189
Firestone Capital Management
Florida
$4.55M +$26.8K +211 +0.6%
BPA
190
Beacon Pointe Advisors
California
$4.38M -$136K -1,069 -3%
SYBT
191
Stock Yards Bank & Trust
Kentucky
$4.35M -$65.4K -514 -1%
PIA
192
Perennial Investment Advisors
California
$4.23M +$84.8K +667 +2%
VWM
193
Valley Wealth Managers
New Jersey
$4.23M -$375K -2,949 -8%
WIM
194
Westside Investment Management
California
$4.16M +$196K +1,540 +5%
BlackRock
195
BlackRock
New York
$4.12M -$17.2K -135 -0.4%
MWA
196
Meridian Wealth Advisors
Texas
$4.11M +$114K +896 +3%
GRP
197
Global Retirement Partners
California
$3.99M +$494K +3,883 +14%
DC
198
Davenport & Co
Virginia
$3.97M -$216K -1,699 -5%
DAS
199
Dynamic Advisor Solutions
Arizona
$3.95M -$5.02M -39,478 -56%
E
200
ETFidea
New York
$3.94M -$134K -1,054 -3%
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