We are live on ! Find out more
SDY icon

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
1832 Asset Management
176
1832 Asset Management
Ontario, Canada
$5.74M -$1.71M -12,622 -24%
FHA
177
First Horizon Advisors
Tennessee
$5.68M +$81.3K +601 +2%
FFP
178
Forbes Financial Planning
Rhode Island
$5.51M +$104K +772 +2%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$5.49M -$332K -2,456 -6%
EWA
180
EP Wealth Advisors
California
$5.44M -$22K -163 -0.4%
BBHC
181
Brown Brothers Harriman & Co
New York
$5.35M +$4.88M +36,120 +2,311%
NL
182
NWAM LLC
Washington
$5.27M +$5.02M +37,129 New
CWMGP
183
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.21M +$19.6K +145 +0.4%
TCA
184
Transcend Capital Advisors
New Jersey
$5.19M -$69K -510 -1%
FCM
185
Firestone Capital Management
Florida
$5.18M +$91.2K +674 +2%
AT
186
American Trust
Kentucky
$5.12M -$70.9K -524 -1%
CB
187
Centennial Bank
Arkansas
$5.07M -$636K -4,700 -12%
PWW
188
Pettyjohn Wood & White
Virginia
$5.05M -$50.6K -374 -1%
NP
189
NorthRock Partners
Minnesota
$4.91M -$554K -4,100 -11%
PIA
190
Perennial Investment Advisors
California
$4.9M +$165K +1,220 +4%
MAWCM
191
Mine & Arao Wealth Creation & Management
California
$4.75M +$454K +3,354 +11%
BPA
192
Beacon Pointe Advisors
California
$4.75M -$138K -1,021 -3%
WIM
193
Westside Investment Management
California
$4.7M +$58.8K +435 +1%
VWM
194
Valley Wealth Managers
New Jersey
$4.67M -$50.9K -376 -1%
DC
195
Davenport & Co
Virginia
$4.52M +$89.1K +659 +2%
GRP
196
Global Retirement Partners
California
$4.49M +$28.9K +214 +0.7%
DWM
197
Denver Wealth Management
Colorado
$4.46M +$136K +1,008 +3%
First Trust Advisors
198
First Trust Advisors
Illinois
$4.37M +$209K +1,548 +5%
KWA
199
Kingswood Wealth Advisors
California
$4.36M +$1.25M +9,206 +43%
BPWM
200
Badgley Phelps Wealth Managers
Washington
$4.35M +$704K +5,206 +20%

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.