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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,155 hedge funds and large institutions have $9.84B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 346 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
15.49%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.42%
New
76
Increased
346
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$1.14B
2
LPL Financial
LPL Financial
California
$409M
3
Stifel Financial
Stifel Financial
Missouri
$60.8M
4
BEI
Benjamin Edwards Inc
Missouri
$25.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$297M
2
HNB
Huntington National Bank
Ohio
$22.6M
3
Bank of America
Bank of America
North Carolina
$1.01B
4
FCI
Financial Counselors Inc
Kansas
$0
5
Morgan Stanley
Morgan Stanley
New York
$648M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$65.5M -$2.04M -15,038 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$61.5M +$1.12M +8,399 +2%
Stifel Financial
28
Stifel Financial
Missouri
$60.8M +$32.6M +240,532 +116%
MML Investors Services
29
MML Investors Services
Massachusetts
$56.5M +$1.17M +8,633 +2%
ERWM
30
Elk River Wealth Management
Colorado
$56.1M +$338K +2,487 +0.6%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$52M +$548K +3,946 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$51.6M +$6.72M +49,650 +15%
JSAM
33
J. Safra Asset Management
New York
$48.5M +$596K +4,406 +1%
Goldman Sachs
34
Goldman Sachs
New York
$46.3M -$622K -4,579 -1%
Legacy Financial Group (Iowa)
35
Legacy Financial Group (Iowa)
Iowa
$38.9M -$11.1M -81,756 -22%
LW
36
Linscomb Wealth
Texas
$38.5M -$349K -2,571 -0.9%
CA
37
Clearstead Advisors
Ohio
$38M +$803K +5,914 +2%
MSA
38
Marino Stram & Associates
Massachusetts
$38M +$526K +3,873 +1%
MGIA
39
Moneta Group Investment Advisors
Missouri
$37.9M -$6.45M -47,486 -15%
NSLI
40
Nan Shan Life Insurance
Taiwan
$33.6M – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$32.7M +$512K +3,621 +2%
WFM
42
Wolff Financial Management
Michigan
$32.3M +$646K +4,763 +2%
AssetMark Inc
43
AssetMark Inc
California
$32.3M -$682K -5,028 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$30.7M -$926K -6,819 -3%
Mariner
45
Mariner
Kansas
$29.2M +$1.37M +10,130 +5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$28M -$588K -4,330 -2%
BCI
47
Brinker Capital Investments
Pennsylvania
$27.9M -$55.8K -411 -0.2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$27.5M -$1.02M -7,528 -4%
FAM
49
Flaharty Asset Management
Florida
$27.5M +$717K +5,286 +3%
SPIA
50
Steward Partners Investment Advisory
New York
$27.3M +$4.47M +32,919 +20%
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