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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.08%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$90.4M
2
Legacy Financial Group (Iowa)
2
Legacy Financial Group (Iowa)
Iowa
$51.7M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$37.2M
4
PCG
4
Prosperity Consulting Group
Maryland
$16.9M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$14.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$628M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Bank of America
3
Bank of America
North Carolina
$1.06B
4
MB
4
Mizuho Bank
Japan
$0
5
UBS Group
5
UBS Group
Switzerland
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B 8,054,146 -573,156 -7%
Morgan Stanley
2
Morgan Stanley
New York
$628M 4,782,735 -5,180,659 -52%
LPL Financial
3
LPL Financial
California
$387M 2,945,375 -124,827 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$329M 2,503,686 -95,900 -4%
JIC
5
Joel Isaacson & Co
New York
$313M 2,387,293 +13,755 +0.6%
RJA
6
Raymond James & Associates
Florida
$302M 2,301,496 -30,772 -1%
Ameriprise
7
Ameriprise
Minnesota
$282M 2,145,418 -152,941 -7%
Wells Fargo
8
Wells Fargo
California
$247M 1,885,433 -17,955 -0.9%
UBS Group
9
UBS Group
Switzerland
$239M 1,823,061 -170,477 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$176M 1,343,493 -14,063 -1%
RBA
11
Richard Bernstein Advisors
New York
$176M 1,341,291 -35,111 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$154M 1,174,828 -55,258 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$153M 1,168,365 -116,082 -9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$147M 1,118,704 -1,203,889 -52%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$142M 1,080,693 -34,925 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$129M 982,908 -37,540 -4%
Truist Financial
17
Truist Financial
North Carolina
$128M 976,684 -81,446 -8%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$103M 782,244 +23,508 +3%
1SB
19
1ST Source Bank
Indiana
$99.9M 760,858 -105,828 -12%
DWM
20
Destination Wealth Management
California
$92.1M 701,537 +11,132 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$90.4M 688,750 +509,007 +283%
CIA
22
Capital Investment Advisors
Georgia
$74M 563,851 -18,838 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$71.1M 541,936 -12,620 -2%
MCM
24
MAI Capital Management
Ohio
$69.2M 527,434 +7,095 +1%
Vanguard Group
25
Vanguard Group
Pennsylvania
$67.8M 516,518 +1,210 +0.2%
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