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

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$32.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$92.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
4
Bank of America
Bank of America
North Carolina
$1.02B
5
IAA
Independent Advisor Alliance
North Carolina
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
251
Ameritas Investment Partners
Nebraska
$2.87M -$9.43M -69,467 -77%
NCM
252
Narwhal Capital Management
Georgia
$2.85M – – –
ASN
253
Advisory Services Network
Georgia
$2.8M -$46K -339 -2%
LSA
254
Lansing Street Advisors
Pennsylvania
$2.8M +$10.3K +76 +0.4%
GS
255
GWN Securities
Florida
$2.8M +$2.55M +19,149 +1,033%
GWM
256
Geneos Wealth Management
Colorado
$2.78M +$1.73M +12,779 +166%
WWM
257
Western Wealth Management
Colorado
$2.77M -$34.7K -256 -1%
CIC
258
Carnegie Investment Counsel
Ohio
$2.75M +$71.5K +576 +3%
MA
259
Montag & Associates
Georgia
$2.75M +$407 +3 +0%
AWA
260
Arkadios Wealth Advisors
Georgia
$2.74M +$430K +3,168 +19%
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$2.74M -$107K -785 -4%
HWA
262
Hillcrest Wealth Advisors
New Jersey
$2.72M -$27.1K -200 -1%
SAM
263
Strategy Asset Managers
California
$2.69M +$55.2K +407 +2%
BEI
264
Benjamin Edwards Inc
Missouri
$2.68M +$1.76K +13 +0.1%
FWCM
265
Ferguson Wellman Capital Management
Oregon
$2.67M -$152K -1,119 -5%
CL
266
Choreo LLC
Illinois
$2.64M -$131K -964 -5%
PAS
267
PKS Advisory Services
New York
$2.64M -$22.8K -168 -0.9%
MSAM
268
Moloney Securities Asset Management
Missouri
$2.6M -$1.18M -8,695 -31%
NDSI
269
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$162K -1,194 -6%
RBC
270
Roble Belko & Company
Pennsylvania
$2.58M +$1.76K +13 +0.1%
SMFG
271
Sumitomo Mitsui Financial Group
Japan
$2.57M -$56.6K -417 -2%
ATC
272
Argent Trust Co
Tennessee
$2.55M -$141K -1,038 -5%
BJL
273
Brighton Jones LLC
Washington
$2.53M +$20.6K +152 +0.8%
DAS
274
Dynamic Advisor Solutions
Arizona
$2.5M -$254K -1,875 -9%
LOIM
275
Liberty One Investment Management
Illinois
$2.45M -$27.1K -200 -1%
9 10
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