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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
Bank of America
1
Bank of America
North Carolina
$1.09B -$19.2M -141,657 -2%
Morgan Stanley
2
Morgan Stanley
New York
$666M +$4.38M +32,368 +0.7%
LPL Financial
3
LPL Financial
California
$398M -$18.6M -137,831 -5%
JIC
4
Joel Isaacson & Co
New York
$350M +$4.11M +30,381 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$343M +$692K +5,114 +0.2%
RJA
6
Raymond James & Associates
Florida
$316M -$4.67M -34,503 -2%
Wells Fargo
7
Wells Fargo
California
$251M -$10.1M -74,587 -4%
Ameriprise
8
Ameriprise
Minnesota
$242M -$31.6M -233,704 -12%
UBS Group
9
UBS Group
Switzerland
$242M -$7.7M -56,952 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$185M -$3.27M -24,168 -2%
RBA
11
Richard Bernstein Advisors
New York
$176M -$6.56M -48,516 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$152M -$7.27M -53,740 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$151M -$1.98M -14,669 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$149M -$5.9M -43,606 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$147M +$16.6M +122,858 +13%
Truist Financial
16
Truist Financial
North Carolina
$125M -$1.7M -12,596 -1%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$110M -$286K -2,118 -0.3%
1SB
18
1ST Source Bank
Indiana
$106M +$69.2K +512 +0.1%
DWM
19
Destination Wealth Management
California
$99.5M +$320K +2,366 +0.3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$99.1M -$4.05M -29,931 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$96.8M -$147K -1,089 -0.2%
CIA
22
Capital Investment Advisors
Georgia
$76.7M -$1.57M -11,606 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$76.3M +$164K +1,216 +0.2%
MCM
24
MAI Capital Management
Ohio
$73.7M -$99.4K -735 -0.1%
Vanguard Group
25
Vanguard Group
Pennsylvania
$73.4M +$6.22K +46 +0%

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.