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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$46.2M
2
KAS
2
Kestra Advisory Services
Texas
$35.1M
3
SA
3
Sanctuary Advisors
Indiana
$10M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$45.5M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$15.3M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$92.6M
2
Bank of America
2
Bank of America
North Carolina
$996M
3
Ameriprise
3
Ameriprise
Minnesota
$246M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$116M
5
Morgan Stanley
5
Morgan Stanley
New York
$592M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$996M 7,833,665 -220,481 -3%
Morgan Stanley
2
Morgan Stanley
New York
$592M 4,658,693 -124,042 -3%
LPL Financial
3
LPL Financial
California
$374M 2,940,524 -4,851 -0.2%
JIC
4
Joel Isaacson & Co
New York
$309M 2,431,616 +44,323 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$307M 2,412,543 -91,143 -4%
RJA
6
Raymond James & Associates
Florida
$287M 2,256,492 -45,004 -2%
Ameriprise
7
Ameriprise
Minnesota
$246M 1,936,063 -209,355 -10%
Wells Fargo
8
Wells Fargo
California
$234M 1,842,625 -42,808 -2%
UBS Group
9
UBS Group
Switzerland
$224M 1,759,595 -63,466 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$168M 1,323,564 -19,929 -1%
RBA
11
Richard Bernstein Advisors
New York
$164M 1,287,134 -54,157 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$143M 1,127,197 -47,631 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$139M 1,090,794 -77,571 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$137M 1,074,634 -6,059 -0.6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$116M 913,192 -205,512 -18%
Truist Financial
16
Truist Financial
North Carolina
$113M 890,488 -86,196 -9%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$98.6M 775,149 -7,095 -0.9%
1SB
18
1ST Source Bank
Indiana
$94.6M 744,043 -16,815 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$92.6M 727,780 -255,128 -26%
DWM
20
Destination Wealth Management
California
$88.8M 698,057 -3,480 -0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$86.8M 682,480 -6,270 -0.9%
CIA
22
Capital Investment Advisors
Georgia
$70.2M 551,587 -12,264 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$68.2M 536,251 +27,448 +5%
MCM
24
MAI Capital Management
Ohio
$66M 519,295 -8,139 -2%
Vanguard Group
25
Vanguard Group
Pennsylvania
$65.7M 516,467 -51 -0%
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