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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 %
PWP
276
Principle Wealth Partners
Connecticut
$2.44M +$88.2K +650 +4%
NEPWA
277
New England Private Wealth Advisors
Massachusetts
$2.43M -$50.6K -373 -2%
S
278
Sachetta
Massachusetts
$2.42M -$14.7K -108 -0.6%
PSP
279
Principal Street Partners
Tennessee
$2.41M +$14.7K +108 +0.6%
TNB
280
Thomasville National Bank
Georgia
$2.41M -$407 -3 -0%
SW
281
SVB Wealth
Massachusetts
$2.37M -$20.9K -154 -0.9%
NRI
282
NFP Retirement Inc
California
$2.37M -$791K -5,829 -25%
CIA
283
Concurrent Investment Advisors
Florida
$2.37M +$1.53M +11,288 +183%
AWM
284
Apollon Wealth Management
South Carolina
$2.35M +$33.9K +250 +1%
HCA
285
Harbour Capital Advisors
Virginia
$2.34M +$4.64K +35 +0.2%
MOS
286
MGO One Seven
Ohio
$2.31M +$91.2K +672 +4%
ZF
287
Zhang Financial
Michigan
$2.28M +$2.04K +15 +0.1%
RIA
288
Retirement Investment Advisors
Oklahoma
$2.21M -$22K -162 -1%
CAM
289
Cozad Asset Management
Illinois
$2.21M -$8.01K -59 -0.4%
OAM
290
Occidental Asset Management
California
$2.2M +$136 +1 +0%
PP
291
PDS Planning
Ohio
$2.2M -$41.7K -307 -2%
SP
292
Stablepoint Partners
Massachusetts
$2.18M -$226K -1,662 -9%
MAM
293
Madison Asset Management
Wisconsin
$2.14M – – –
ES
294
Eagle Strategies
New York
$2.13M -$82.5K -608 -4%
AL
295
Aspiriant LLC
California
$2.11M – – –
IP
296
Investment Partners
Ohio
$2.1M – – –
FFN
297
Focus Financial Network
Minnesota
$2.1M +$82.6K +609 +4%
MA
298
Mutual Advisors
Nebraska
$2.07M +$157K +1,211 +8%
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$2.04M -$83.3K -614 -4%
SWM
300
Spire Wealth Management
Virginia
$2.03M -$104K -768 -5%
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