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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 %
DC
201
Davenport & Co
Virginia
$4.27M +$66.3K +502 +2%
JCM
202
Janney Capital Management
Pennsylvania
$4.26M +$3.92M +29,688 +1,156%
DWM
203
Denver Wealth Management
Colorado
$4.21M +$69.2K +524 +2%
AFA
204
AA Financial Advisors
Ohio
$4.18M +$913K +6,913 +28%
VWM
205
Valley Wealth Managers
New Jersey
$4.14M -$199K -1,504 -5%
CWM
206
Congress Wealth Management
Massachusetts
$4.09M +$190K +1,440 +5%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$4.08M +$112K +849 +3%
NG
208
Novem Group
New York
$4.02M +$4.02M +30,444 New
BPWM
209
Badgley Phelps Wealth Managers
Washington
$3.91M -$135K -1,021 -3%
MWA
210
Meridian Wealth Advisors
Texas
$3.91M -$50.1K -379 -1%
MWP
211
MYCIO Wealth Partners
Pennsylvania
$3.9M +$173K +1,311 +5%
WA
212
Waverly Advisors
Alabama
$3.89M -$53K -401 -1%
PCIA
213
Prime Capital Investment Advisors
Kansas
$3.86M +$6.87K +52 +0.2%
LF
214
LifeSteps Financial
California
$3.85M +$70.8K +536 +2%
CNBT
215
Canandaigua National Bank & Trust
New York
$3.81M +$180K +1,363 +5%
TC
216
TownSquare Capital
Utah
$3.8M -$92.6K -701 -2%
JIC
217
Johnson Investment Counsel
Ohio
$3.8M -$155K -1,170 -4%
SQA
218
Simon Quick Advisors
New Jersey
$3.8M -$124K -935 -3%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$3.69M -$36.7K -278 -1%
MSAM
220
Moloney Securities Asset Management
Missouri
$3.68M -$3.44K -26 -0.1%
PWM
221
Perigon Wealth Management
California
$3.66M +$177K +1,329 +5%
FA
222
FDx Advisors
Illinois
$3.65M -$107K -807 -3%
SMAM
223
Sugar Maple Asset Management
Wisconsin
$3.64M -$71.3K -540 -2%
MBTD
224
Mechanics Bank - Trust Department
California
$3.59M -$118K -890 -3%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$3.55M -$303K -2,300 -8%
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