State Street SPDR S&P Dividend ETF
1,194 hedge funds and large institutions have $8.9B invested in State Street SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 350 increasing their positions, 383 reducing their positions, and 84 closing their positions.
79% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 84
15% more call options, than puts
Call options by funds: $5.52M | Put options by funds: $4.82M
3% more funds holding
Funds holding: 1,155 → 1,194 (+39)
1.45% more ownership
Funds ownership: 42.6% → 44.05% (+1.5%)
4% less capital invested
Capital invested by funds: $9.23B → $8.9B (-$335M)
9% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 383
9% less funds holding in top 10
Funds holding in top 10: 43 → 39 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$94.7M |
| 2 |
JP Morgan Chase
New York
|
+$91.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$46.9M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$33.6M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$70.3M |
| 2 |
IWMWV
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
-$11.8M |
| 3 |
AG
AlTi Global
New York
|
-$10.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.51M |
SDY Hedge Fund Activity: Q4 2024 in Review
1,194 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2024, worth a combined $8.9B — down 3.6% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new SDY positions and 84 closed out — a net gain of 66 holders — while 350 added to existing stakes and 383 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $94.7M. The largest seller was Vanguard Group, cutting an estimated $70.3M.
- 1,194 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2024, up from 1,155 in Q3 2024.
- Funds reported $8.9B of State Street SPDR S&P Dividend ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
- 150 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2024 and 84 closed out, a net change of +66 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2024 was AssetMark Inc, an estimated $94.7M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2024 was Vanguard Group, an estimated $70.3M sold.
Based on aggregated 13F filings for Q4 2024.