SDY icon

SPDR S&P Dividend ETF

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
15.66%
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
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
501
Heritage Financial Services
Massachusetts
$816K
GFM
502
GEN Financial Management
Minnesota
$815K
GWS
503
Glassman Wealth Services
Virginia
$814K
FCFC
504
First Commonwealth Financial Corp
Pennsylvania
$814K
CW
505
CreativeOne Wealth
Kansas
$811K -$56.3K -415 -6%
HF
506
HRT Financial
New York
$810K +$810K +5,970 New
SYBT
507
Stock Yards Bank & Trust
Kentucky
$808K -$12.1K -89 -1%
WIA
508
Wetzel Investment Advisors
Indiana
$807K -$62.4K -460 -7%
CCB
509
Country Club Bank
Missouri
$800K
PP
510
Patron Partners
Texas
$799K -$58.5K -431 -7%
WTFG
511
Wood Tarver Financial Group
Idaho
$798K -$75K -553 -9%
ICP
512
Interchange Capital Partners
Pennsylvania
$786K +$2.04K +15 +0.3%
AC
513
Addison Capital
Pennsylvania
$781K -$37.6K -277 -5%
BWM
514
Benchmark Wealth Management
Connecticut
$771K
TW
515
Transform Wealth
Colorado
$768K -$257K -1,897 -25%
UBG
516
United Bank (Georgia)
Georgia
$766K -$37.3K -275 -5%
MA
517
MKT Advisors
California
$764K +$1.73K +14 +0.2%
BFS
518
Bradley Foster & Sargent
Connecticut
$764K -$6.78K -50 -0.9%
MWM
519
Meridian Wealth Management
Kentucky
$760K +$12.2K +90 +2%
IA
520
Intellus Advisors
Florida
$759K
GT
521
Glenmede Trust
Pennsylvania
$759K +$45.5K +335 +6%
SFG
522
SevenBridge Financial Group
Pennsylvania
$757K -$129K -953 -15%
GLA
523
Good Life Advisors
Pennsylvania
$755K -$13.6K -100 -2%
GPA
524
Garrison Point Advisors
California
$752K
MAM
525
MWA Asset Management
Massachusetts
$752K +$2.17K +16 +0.3%