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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 %
SWP
176
Sagespring Wealth Partners
Tennessee
$5.12M +$5.12M +38,752 New
SS
177
Sunbelt Securities
Texas
$5.05M +$3.71M +28,166 +277%
SL
178
Salomon & Ludwin
Virginia
$4.98M -$680K -5,149 -12%
BBHC
179
Brown Brothers Harriman & Co
New York
$4.97M -$7.66K -58 -0.2%
CC
180
Climber Capital
Switzerland
$4.96M +$4.96M +38,777 New
EWA
181
EP Wealth Advisors
California
$4.91M -$154K -1,162 -3%
NL
182
NWAM LLC
Washington
$4.88M -$23.4K -177 -0.5%
CWMGP
183
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.85M +$3.83K +29 +0.1%
First Trust Advisors
184
First Trust Advisors
Illinois
$4.81M +$744K +5,629 +18%
MAWCM
185
Mine & Arao Wealth Creation & Management
California
$4.79M +$374K +2,828 +8%
FCM
186
Firestone Capital Management
Florida
$4.73M -$79.1K -599 -2%
PWW
187
Pettyjohn Wood & White
Virginia
$4.66M -$38.3K -290 -0.8%
FGWP
188
Founders Grove Wealth Partners
Virginia
$4.63M +$4.63M +35,033 New
PIA
189
Perennial Investment Advisors
California
$4.62M +$65K +492 +1%
ACP
190
Aveo Capital Partners
Colorado
$4.59M +$4.32M +32,679 +1,595%
AT
191
American Trust
Kentucky
$4.55M -$210K -1,591 -4%
CB
192
Centennial Bank
Arkansas
$4.53M -$182K -1,375 -4%
Lido Advisors
193
Lido Advisors
California
$4.51M -$949K -7,185 -17%
TCA
194
Transcend Capital Advisors
New Jersey
$4.5M -$328K -2,486 -7%
GRP
195
Global Retirement Partners
California
$4.5M +$319K +2,414 +8%
BPA
196
Beacon Pointe Advisors
California
$4.47M +$57.1K +432 +1%
Deutsche Bank
197
Deutsche Bank
Germany
$4.41M -$1.06M -8,025 -19%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$4.41M -$931K -7,049 -17%
NP
199
NorthRock Partners
Minnesota
$4.33M -$241K -1,821 -5%
WIM
200
Westside Investment Management
California
$4.3M -$75.8K -574 -2%
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