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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 %
PAM
301
Peak Asset Management
Colorado
$2.02M – – –
DW30
302
Drucker Wealth 3.0
New Jersey
$2.02M -$464K -3,420 -19%
AWM
303
Aberdeen Wealth Management
Illinois
$2.01M -$9.91K -73 -0.5%
WSFS
304
Wilmington Savings Fund Society
Delaware
$2M -$166K -1,225 -8%
USB
305
Union Savings Bank
Connecticut
$1.99M -$56.9K -419 -3%
ECM
306
Evergreen Capital Management
Washington
$1.99M +$13.6K +100 +0.7%
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$13.6K -100 -0.7%
IAN
308
Integrated Advisors Network
Texas
$1.98M -$14.9K -110 -0.7%
AG
309
Ascent Group
Virginia
$1.97M +$1.17M +8,655 +147%
LRWA
310
Long Run Wealth Advisors
New York
$1.96M +$11.9K +88 +0.6%
OIA
311
OneDigital Investment Advisors
Kansas
$1.94M +$10.6K +78 +0.5%
TIAA Trust, National Association
312
TIAA Trust, National Association
North Carolina
$1.94M -$140K -1,035 -7%
BAM
313
Belpointe Asset Management
Nevada
$1.94M -$139K -1,027 -7%
CSP
314
Cary Street Partners
Virginia
$1.92M -$33.2K -245 -2%
AFM
315
Armstrong Fleming & Moore
District of Columbia
$1.92M +$1.92M +14,144 New
HFA
316
High Falls Advisors
New York
$1.9M -$169K -1,243 -8%
EIG
317
Ellenbecker Investment Group
Wisconsin
$1.89M -$95.5K -704 -5%
PWM
318
Pines Wealth Management
North Carolina
$1.89M -$11.8K -97 -0.6%
MSWM
319
McGlone Suttner Wealth Management
Wisconsin
$1.89M -$13.6K -100 -0.7%
RWMG
320
Redwood Wealth Management Group
New Jersey
$1.88M -$623K -4,590 -25%
VWA
321
Visionary Wealth Advisors
Illinois
$1.87M -$48.7K -359 -3%
SB
322
Strategic Blueprint
Georgia
$1.87M +$38.5K +284 +2%
VA
323
Valmark Advisers
Ohio
$1.86M -$7.06K -52 -0.4%
CMP
324
Coston McIsaac & Partners
Maine
$1.85M -$49.4K -364 -3%
RWIA
325
Roger Wittlin Investment Advisory
California
$1.83M +$2.04K +15 +0.1%
11 12
13
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