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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,155 hedge funds and large institutions have $9.84B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 346 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
15.49%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.42%
New
76
Increased
346
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$1.14B
2
LPL Financial
LPL Financial
California
$409M
3
Stifel Financial
Stifel Financial
Missouri
$60.8M
4
BEI
Benjamin Edwards Inc
Missouri
$25.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$297M
2
HNB
Huntington National Bank
Ohio
$22.6M
3
Bank of America
Bank of America
North Carolina
$1.01B
4
FCI
Financial Counselors Inc
Kansas
$0
5
Morgan Stanley
Morgan Stanley
New York
$648M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Sage Capital Management
New Jersey
$3.21M -$93.2K -687 -3%
CIA
227
Concurrent Investment Advisors
Florida
$3.21M +$840K +6,187 +35%
AFA
228
AA Financial Advisors
Ohio
$3.18M -$798K -5,879 -20%
DADC
229
D.A. Davidson & Co
Montana
$3.16M -$8.82K -65 -0.3%
GL
230
Graypoint LLC
New York
$3.15M +$49.3K +363 +2%
TCFP
231
Treasure Coast Financial Planning
Florida
$3.12M +$46.3K +341 +2%
CST
232
Charles Schwab Trust
Nevada
$3.09M -$616K -4,542 -17%
BlackRock
233
BlackRock
New York
$3.06M -$6.52K -48 -0.2%
MBTD
234
Mechanics Bank - Trust Department
California
$3.06M -$581K -4,278 -16%
TFCP
235
Twin Focus Capital Partners
Massachusetts
$3.04M +$133K +978 +5%
IWC
236
Integrated Wealth Concepts
Massachusetts
$3.02M +$86.3K +636 +3%
ASN
237
Advisory Services Network
Georgia
$2.98M +$158K +1,151 +6%
SCA
238
Snowden Capital Advisors
New York
$2.98M +$97.6K +719 +3%
WF
239
Welch & Forbes
Massachusetts
$2.97M – – –
BIP
240
Blueprint Investment Partners
North Carolina
$2.95M +$2.95M +21,719 New
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$2.94M +$1.36M +9,989 +85%
CIC
242
Carnegie Investment Counsel
Ohio
$2.94M -$71.4K -526 -2%
PI
243
PFG Investments
New York
$2.92M -$148K -1,090 -5%
SMAM
244
Sugar Maple Asset Management
Wisconsin
$2.89M -$855K -6,300 -23%
PFS
245
Prospera Financial Services
Texas
$2.89M -$535K -3,936 -16%
SFA
246
Sequoia Financial Advisors
Ohio
$2.88M -$214K -1,573 -7%
RBC
247
Roble Belko & Company
Pennsylvania
$2.87M +$295K +2,172 +11%
FNBT
248
FineMark National Bank & Trust
Florida
$2.87M -$251K -1,850 -8%
NCM
249
Narwhal Capital Management
Georgia
$2.85M – – –
SAM
250
Strategy Asset Managers
California
$2.83M +$141K +1,036 +5%
8 9
10
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