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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 %
Vanguard Group
326
Vanguard Group
Pennsylvania
$1.81M +$8.01K +59 +0.4%
PS
327
Principal Securities
Iowa
$1.81M – – –
IA
328
IFG Advisory
Georgia
$1.81M -$86.2K -635 -5%
AI
329
Atria Investments
North Carolina
$1.76M -$287K -2,115 -14%
GVAG
330
Great Valley Advisor Group
Delaware
$1.75M +$190K +1,402 +12%
EWA
331
EverSource Wealth Advisors
Alabama
$1.73M -$433K -3,194 -20%
ACA
332
Aptus Capital Advisors
Alabama
$1.72M +$212K +1,563 +14%
HTC
333
Haverford Trust Company
Pennsylvania
$1.71M – – –
LNB
334
Ledyard National Bank
$1.7M -$90.4K -666 -5%
SIA
335
Schechter Investment Advisors
Michigan
$1.68M – – –
HCM
336
Hollencrest Capital Management
California
$1.66M – – –
IFA
337
Index Fund Advisors
California
$1.66M – – –
CB
338
Cadence Bank
Mississippi
$1.66M -$321K -2,366 -16%
GI
339
GLOBALT Investments
Georgia
$1.65M -$164K -1,207 -9%
IRC
340
Investors Research Corp
Georgia
$1.64M -$407 -3 -0%
LPAM
341
Lodestar Private Asset Management
California
$1.64M -$79.1K -583 -5%
BFG
342
Bouchey Financial Group
New York
$1.63M – – –
SA
343
Sovran Advisors
California
$1.62M -$199K -1,534 -11%
SIG
344
Stonegate Investment Group
Alabama
$1.61M – – –
SCTC
345
Sanibel Captiva Trust Company
Florida
$1.61M -$3.53K -26 -0.2%
TA
346
TFG Advisers
Michigan
$1.6M -$15.7K -116 -1%
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
$1.59M -$4.02M -29,664 -72%
AP
348
Aspect Partners
Virginia
$1.58M +$4.48K +33 +0.3%
BO
349
Bank OZK
Arkansas
$1.56M -$21.3K -157 -1%
WPC
350
White Pine Capital
Minnesota
$1.56M +$5.02K +37 +0.3%
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