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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
E
201
ETFidea
New York
$4.34M -$60.7K -449 -1%
TWC
202
TD Waterhouse Canada
Ontario, Canada
$4.26M +$1.75M +12,971 +76%
MWA
203
Meridian Wealth Advisors
Texas
$4.26M -$316K -2,340 -7%
JIC
204
Johnson Investment Counsel
Ohio
$4.25M +$521K +3,852 +15%
WA
205
Waverly Advisors
Alabama
$4.24M +$54.8K +405 +1%
SQA
206
Simon Quick Advisors
New Jersey
$4.21M -$993K -7,346 -20%
CWM
207
Congress Wealth Management
Massachusetts
$4.19M +$2.82M +20,843 +240%
TC
208
TownSquare Capital
Utah
$4.19M -$168K -1,242 -4%
SYBT
209
Stock Yards Bank & Trust
Kentucky
$4.17M -$650K -4,805 -14%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$4.15M +$1.12M +8,300 +40%
PCIA
211
Prime Capital Investment Advisors
Kansas
$4.14M -$227K -1,678 -5%
LF
212
LifeSteps Financial
California
$4.06M -$1.89K -14 -0%
EWA
213
EverSource Wealth Advisors
Alabama
$4.04M +$1.08K +8 +0%
FA
214
FDx Advisors
Illinois
$4.04M -$103K -759 -3%
MWP
215
MYCIO Wealth Partners
Pennsylvania
$4.01M +$21.1K +156 +0.6%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$4M +$720K +5,324 +23%
MBTD
217
Mechanics Bank - Trust Department
California
$3.99M -$137K -1,015 -3%
SMAM
218
Sugar Maple Asset Management
Wisconsin
$3.99M +$203K +1,500 +6%
DAS
219
Dynamic Advisor Solutions
Arizona
$3.96M -$426K -3,153 -10%
MSAM
220
Moloney Securities Asset Management
Missouri
$3.96M -$343K -2,536 -8%
CNBT
221
Canandaigua National Bank & Trust
New York
$3.91M -$396K -2,930 -10%
LAM
222
Lewis Asset Management
California
$3.89M -$100K -743 -3%
PFS
223
Prospera Financial Services
Texas
$3.84M -$51K -377 -1%
FCH
224
Freestone Capital Holdings
Washington
$3.83M -$197K -1,458 -5%
CCA
225
Cadent Capital Advisors
Oklahoma
$3.72M -$11.6K -86 -0.3%

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.