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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.

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
1
Morgan Stanley
New York
$660M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$44.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$30.9M
4
IC
4
IEQ Capital
California
$13.2M
5
JIC
5
Joel Isaacson & Co
New York
$347M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$32.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$92.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$1.02B
5
IAA
5
Independent Advisor Alliance
North Carolina
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$57.7M -$3.17M -23,333 -5%
ERWM
27
Elk River Wealth Management
Colorado
$55.7M +$2.11M +15,517 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$55.3M -$1.67M -12,288 -3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$50.3M +$266K +1,962 +0.5%
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$50M -$1.22M -9,020 -2%
JSAM
31
J. Safra Asset Management
New York
$48.1M +$900K +6,633 +2%
Goldman Sachs
32
Goldman Sachs
New York
$46.9M -$3.94M -29,049 -8%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$44.6M +$10M +74,616 +29%
MGIA
34
Moneta Group Investment Advisors
Missouri
$44.3M -$621K -4,579 -1%
LW
35
Linscomb Wealth
Texas
$38.9M -$1.51M -11,135 -4%
MSA
36
Marino Stram & Associates
Massachusetts
$37.4M +$521K +3,838 +1%
CA
37
Clearstead Advisors
Ohio
$37.2M -$1.96M -14,441 -5%
NSLI
38
Nan Shan Life Insurance
Taiwan
$33.6M +$3.86M +28,431 +13%
AssetMark Inc
39
AssetMark Inc
California
$32.9M -$59.1M -435,638 -64%
SC
40
Scotia Capital
Ontario, Canada
$31.9M -$564K -4,157 -2%
WFM
41
Wolff Financial Management
Michigan
$31.7M +$227K +1,672 +0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$31.6M -$395K -2,911 -1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$30.9M +$7.04M +51,905 +30%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$28.6M -$262K -1,929 -0.9%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$28.5M -$313K -2,309 -1%
Stifel Financial
46
Stifel Financial
Missouri
$28.1M -$5.47M -40,322 -16%
OPS
47
Orion Portfolio Solutions
Nebraska
$27.9M +$509K +3,750 +2%
BCI
48
Brinker Capital Investments
Pennsylvania
$27.9M +$509K +3,750 +2%
Mariner
49
Mariner
Kansas
$27.9M +$689K +5,075 +3%
KA
50
Klingman & Associates
New York
$27.4M -$269K -1,985 -1%
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