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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 %
AIP
251
Ameritas Investment Partners
Nebraska
$2.81M -$68.7K -506 -2%
BJL
252
Brighton Jones LLC
Washington
$2.8M +$271K +1,997 +11%
WWM
253
Western Wealth Management
Colorado
$2.73M -$41K -302 -1%
PD
254
Planning Directions
Pennsylvania
$2.72M -$174K -1,279 -6%
HWA
255
Hillcrest Wealth Advisors
New Jersey
$2.71M -$13.6K -100 -0.5%
PWP
256
Principle Wealth Partners
Connecticut
$2.7M +$265K +1,950 +11%
PAS
257
PKS Advisory Services
New York
$2.65M +$17.1K +126 +0.6%
SI
258
Stephens Inc
Arkansas
$2.65M -$378K -2,782 -12%
AAS
259
Ameritas Advisory Services
Nebraska
$2.63M -$3.02M -22,250 -53%
CWMGP
260
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.6M -$433K -3,191 -14%
NDSI
261
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$3.39K -25 -0.1%
MA
262
Montag & Associates
Georgia
$2.58M -$171K -1,263 -6%
ATC
263
Argent Trust Co
Tennessee
$2.55M – – –
CL
264
Choreo LLC
Illinois
$2.52M -$129K -953 -5%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$2.48M +$2.48M +18,251 New
NEPWA
266
New England Private Wealth Advisors
Massachusetts
$2.47M +$3.72K +27 +0.2%
LOIM
267
Liberty One Investment Management
Illinois
$2.47M +$17.6K +130 +0.7%
VWA
268
Visionary Wealth Advisors
Illinois
$2.45M +$576K +4,247 +31%
S
269
Sachetta
Massachusetts
$2.42M +$1.77K +13 +0.1%
TCA
270
Transcend Capital Advisors
New Jersey
$2.42M -$2.23M -16,419 -48%
DAS
271
Dynamic Advisor Solutions
Arizona
$2.42M -$89.7K -661 -4%
HCA
272
Harbour Capital Advisors
Virginia
$2.4M -$47.8K -345 -2%
MSAM
273
Moloney Securities Asset Management
Missouri
$2.36M -$240K -1,765 -9%
AWM
274
Apollon Wealth Management
South Carolina
$2.36M +$271 +2 +0%
MOS
275
MGO One Seven
Ohio
$2.33M +$18.6K +137 +0.8%
9 10
11
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