SDY icon

SPDR S&P Dividend ETF

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
201
TD Waterhouse Canada
Ontario, Canada
$4.26M +$1.84M +12,971 +76%
MWA
202
Meridian Wealth Advisors
Texas
$4.26M -$332K -2,340 -7%
JIC
203
Johnson Investment Counsel
Ohio
$4.25M +$547K +3,852 +15%
WA
204
Waverly Advisors
Alabama
$4.24M +$57.5K +405 +1%
SQA
205
Simon Quick Advisors
New Jersey
$4.21M -$1.04M -7,346 -20%
CWM
206
Congress Wealth Management
Massachusetts
$4.19M +$2.96M +20,843 +240%
TC
207
TownSquare Capital
Utah
$4.19M -$176K -1,242 -4%
SYBT
208
Stock Yards Bank & Trust
Kentucky
$4.17M -$683K -4,805 -14%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$4.15M +$1.18M +8,300 +40%
PCIA
210
Prime Capital Investment Advisors
Kansas
$4.14M -$238K -1,678 -5%
LF
211
LifeSteps Financial
California
$4.06M -$1.99K -14 -0%
EWA
212
EverSource Wealth Advisors
Alabama
$4.04M +$1.14K +8 +0%
FA
213
FDx Advisors
Illinois
$4.04M -$108K -759 -3%
MWP
214
MYCIO Wealth Partners
Pennsylvania
$4.01M +$22.2K +156 +0.6%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$4.01M +$756K +5,324 +23%
MBTD
216
Mechanics Bank - Trust Department
California
$3.99M -$144K -1,015 -3%
SMAM
217
Sugar Maple Asset Management
Wisconsin
$3.99M +$213K +1,500 +6%
DAS
218
Dynamic Advisor Solutions
Arizona
$3.96M -$448K -3,153 -10%
MSAM
219
Moloney Securities Asset Management
Missouri
$3.96M -$360K -2,536 -8%
CNBT
220
Canandaigua National Bank & Trust
New York
$3.91M -$416K -2,930 -10%
LAM
221
Lewis Asset Management
California
$3.89M -$106K -743 -3%
PFS
222
Prospera Financial Services
Texas
$3.84M -$53.7K -377 -1%
FCH
223
Freestone Capital Holdings
Washington
$3.83M -$207K -1,458 -5%
CCA
224
Cadent Capital Advisors
Oklahoma
$3.72M -$12.2K -86 -0.3%
PWM
225
Perigon Wealth Management
California
$3.72M +$1.28K +9 +0%