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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 %
PCIA
201
Prime Capital Investment Advisors
Kansas
$3.92M +$148K +1,162 +4%
TC
202
TownSquare Capital
Utah
$3.91M +$1.28M +10,085 +49%
CNBT
203
Canandaigua National Bank & Trust
New York
$3.87M +$3.87M +30,424 New
MSAM
204
Moloney Securities Asset Management
Missouri
$3.87M +$262K +2,061 +7%
DWM
205
Denver Wealth Management
Colorado
$3.86M -$386K -3,032 -9%
EWA
206
EverSource Wealth Advisors
Alabama
$3.83M +$169K +1,257 +5%
MAWCM
207
Mine & Arao Wealth Creation & Management
California
$3.83M +$307K +2,417 +9%
WA
208
Waverly Advisors
Alabama
$3.75M +$20.2K +159 +0.5%
First Trust Advisors
209
First Trust Advisors
Illinois
$3.72M -$783K -6,160 -17%
FA
210
FDx Advisors
Illinois
$3.71M -$61.8K -486 -2%
MBTD
211
Mechanics Bank - Trust Department
California
$3.7M -$40.1K -315 -1%
LF
212
LifeSteps Financial
California
$3.64M -$658K -5,177 -15%
FCH
213
Freestone Capital Holdings
Washington
$3.61M -$454K -3,568 -11%
LAM
214
Lewis Asset Management
California
$3.57M -$21K -165 -0.6%
MWP
215
MYCIO Wealth Partners
Pennsylvania
$3.57M -$542K -4,265 -13%
PFS
216
Prospera Financial Services
Texas
$3.48M +$294K +2,310 +9%
FNBT
217
FineMark National Bank & Trust
Florida
$3.38M +$278K +2,187 +9%
SMAM
218
Sugar Maple Asset Management
Wisconsin
$3.38M +$127K +1,000 +4%
CCA
219
Cadent Capital Advisors
Oklahoma
$3.34M -$15.5K -122 -0.5%
PWM
220
Perigon Wealth Management
California
$3.33M -$7.5K -59 -0.2%
JIC
221
Johnson Investment Counsel
Ohio
$3.32M -$28.5K -224 -0.9%
SI
222
Stephens Inc
Arkansas
$3.31M +$87.9K +691 +3%
TRCT
223
Tower Research Capital (TRC)
New York
$3.29M -$483K -3,801 -13%
NRI
224
NFP Retirement Inc
California
$3.27M -$89.4K -703 -3%
BPWM
225
Badgley Phelps Wealth Managers
Washington
$3.23M -$12.7K -100 -0.4%
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