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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 %
TCM
351
Tufton Capital Management
Maryland
$1.55M -$71.9K -530 -4%
HI
352
Harbour Investments
Wisconsin
$1.55M +$195K +1,436 +14%
CAM
353
Creekmur Asset Management
Illinois
$1.54M +$3.8K +28 +0.2%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$1.54M +$115K +845 +8%
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$1.54M +$80.2K +591 +6%
CW
356
Cooksen Wealth
Texas
$1.53M +$109K +827 +8%
CCA
357
Cadent Capital Advisors
Oklahoma
$1.52M -$2.05M -15,118 -57%
FTS
358
Fifth Third Securities
Ohio
$1.51M -$319K -2,348 -17%
IA
359
IFP Advisors
Florida
$1.51M -$184K -1,353 -11%
TCOV
360
Trust Company of Vermont
Vermont
$1.51M -$16.7K -123 -1%
TWP
361
Tyche Wealth Partners
Texas
$1.51M +$191K +1,408 +15%
R
362
Rebalance
California
$1.5M +$9.09K +67 +0.6%
HC
363
Hourglass Capital
Texas
$1.49M -$27.8K -205 -2%
DWP
364
Daymark Wealth Partners
Ohio
$1.48M +$8.01K +59 +0.5%
FFM
365
Forum Financial Management
Illinois
$1.48M -$68.1K -502 -4%
MWM
366
McNaughton Wealth Management
California
$1.47M -$122K -898 -8%
JWM
367
Jeppson Wealth Management
California
$1.44M -$13.6K -100 -0.9%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$1.44M -$1.47M -10,356 -51%
AA
369
Ancora Advisors
Ohio
$1.43M +$4.75K +35 +0.3%
DCM
370
Donaldson Capital Management
Indiana
$1.41M +$950 +7 +0.1%
NEWAS
371
N.E.W. Advisory Services
Wisconsin
$1.41M +$468K +3,448 +50%
IA
372
Integrity Alliance
Iowa
$1.4M +$1.4M +10,297 New
KeyBank National Association
373
KeyBank National Association
Ohio
$1.39M – – –
CAG
374
Csenge Advisory Group
Florida
$1.39M -$682K -5,273 -33%
APP
375
Avantax Planning Partners
Iowa
$1.39M +$234K +1,724 +20%
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