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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.

Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.68%
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
Raymond James Financial
1
Raymond James Financial
Florida
$398M
2
AssetMark Inc
2
AssetMark Inc
California
$89.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$223M
4
Wells Fargo
4
Wells Fargo
California
$278M
5
MCM
5
MAI Capital Management
Ohio
$100M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.35M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.76M
3
IWMWV
3
Ironwood Wealth Management (West Virginia)
West Virginia
$0
4
AG
4
AlTi Global
New York
$1.06M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.02B 7,716,604 +24,596 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$632M 4,787,359 +96,298 +2%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$610M 4,619 -50 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$398M 3,010,271 +3,010,271 New
LPL Financial
5
LPL Financial
California
$378M 2,861,694 +59,001 +2%
JIC
6
Joel Isaacson & Co
New York
$332M 2,516,645 +54,648 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$311M 2,350,967 -66,690 -3%
Wells Fargo
8
Wells Fargo
California
$278M 2,103,521 +335,483 +19%
UBS Group
9
UBS Group
Switzerland
$231M 1,749,973 +47,330 +3%
Ameriprise
10
Ameriprise
Minnesota
$224M 1,674,443 -27,916 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$223M 1,688,669 +652,619 +63%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$164M 1,238,477 -60,919 -5%
RBA
13
Richard Bernstein Advisors
New York
$160M 1,212,109 -26,509 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$146M 1,103,945 +30,488 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$140M 1,057,319 -2,646 -0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$138M 1,041,645 -5,543 -0.5%
Truist Financial
17
Truist Financial
North Carolina
$113M 854,001 -23,891 -3%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$100M 759,648 -13,383 -2%
MCM
19
MAI Capital Management
Ohio
$100M 759,230 +240,670 +46%
1SB
20
1ST Source Bank
Indiana
$99.8M 755,167 +10,612 +1%
DWM
21
Destination Wealth Management
California
$91.9M 695,990 -4,433 -0.6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$91.4M 691,890 +10,499 +2%
AssetMark Inc
23
AssetMark Inc
California
$89.6M 678,445 +678,191 +267,004%
HighTower Advisors
24
HighTower Advisors
Illinois
$71.6M 542,027 +4,560 +0.8%
CIA
25
Capital Investment Advisors
Georgia
$69.9M 529,243 -10,738 -2%
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