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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$660M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$44.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$30.9M
4
IC
4
IEQ Capital
California
$13.2M
5
JIC
5
Joel Isaacson & Co
New York
$347M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$32.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$92.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$1.02B
5
IAA
5
Independent Advisor Alliance
North Carolina
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
226
Flow Traders U.S.
New York
$3.41M +$3.41M +25,106 New
Citigroup
227
Citigroup
New York
$3.4M -$57.3K -422 -2%
AMG
228
Asset Management Group
Connecticut
$3.4M +$24.6K +181 +0.7%
LAM
229
Lewis Asset Management
California
$3.37M -$168K -1,236 -5%
MF
230
Meridian Financial
Massachusetts
$3.34M +$88.6K +653 +3%
First Trust Advisors
231
First Trust Advisors
Illinois
$3.34M -$1.6M -11,765 -32%
IBOK
232
Independence Bank of Kentucky
Kentucky
$3.33M -$30.8K -227 -0.9%
SCM
233
Sage Capital Management
New Jersey
$3.3M +$19.7K +145 +0.6%
DADC
234
D.A. Davidson & Co
Montana
$3.17M +$66.6K +491 +2%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$3.14M -$646K -4,758 -17%
FNBT
236
FineMark National Bank & Trust
Florida
$3.12M -$137K -1,010 -4%
GL
237
Graypoint LLC
New York
$3.1M +$1.09K +8 +0%
SFA
238
Sequoia Financial Advisors
Ohio
$3.09M +$1.05M +7,702 +51%
TCFP
239
Treasure Coast Financial Planning
Florida
$3.08M +$49.5K +365 +2%
PI
240
PFG Investments
New York
$3.07M +$1.05M +7,712 +52%
BlackRock
241
BlackRock
New York
$3.07M -$159K -1,169 -5%
CPIG
242
Chicago Partners Investment Group
Illinois
$3.06M -$18.4K -140 -0.6%
CWMGP
243
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.03M -$1.95M -14,387 -39%
SI
244
Stephens Inc
Arkansas
$3.03M +$21.3K +157 +0.7%
PWM
245
Perigon Wealth Management
California
$2.99M -$744K -5,485 -20%
WF
246
Welch & Forbes
Massachusetts
$2.97M – – –
IWC
247
Integrated Wealth Concepts
Massachusetts
$2.94M -$249K -1,836 -8%
TFCP
248
Twin Focus Capital Partners
Massachusetts
$2.9M -$120K -885 -4%
PD
249
Planning Directions
Pennsylvania
$2.89M -$52.6K -388 -2%
SCA
250
Snowden Capital Advisors
New York
$2.88M -$91.2K -672 -3%
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