SDY icon

SPDR S&P Dividend ETF

1,156 hedge funds and large institutions have $9.87B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 347 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
15.5%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
347
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
VAF
676
Values Added Financial
District of Columbia
$441K -$8.14K -60 -2%
WOSD
677
WFA of San Diego
California
$441K +$441K +3,252 New
MPCG
678
Matrix Private Capital Group
New York
$441K -$27.1K -200 -6%
MCM
679
M1 Capital Management
Michigan
$440K +$950 +7 +0.2%
SAM
680
Sawgrass Asset Management
Florida
$440K
BWP
681
Baldwin Wealth Partners
Massachusetts
$438K
PMG
682
Private Management Group
California
$435K -$42.9K -316 -9%
AWC
683
Adamsbrown Wealth Consultants
Kansas
$434K -$39.2K -289 -8%
DSC
684
Duncker Streett & Co
Missouri
$431K
AIC
685
Archer Investment Corporation
Indiana
$431K +$2.85K +21 +0.7%
KCM
686
Kanawha Capital Management
Virginia
$430K -$13.6K -100 -3%
LAM
687
Lakewood Asset Management
Illinois
$428K
FFO
688
Fortitude Family Office
Arizona
$428K
SHWM
689
Smith & Howard Wealth Management
Georgia
$428K
FFO
690
Fiduciary Family Office
Florida
$428K +$16.6K +122 +4%
WIC
691
Woodmont Investment Counsel
Tennessee
$426K -$17.4K -128 -4%
SW
692
SkyOak Wealth
Michigan
$426K +$67.5K +497 +19%
SAM
693
Secure Asset Management
Michigan
$425K +$136 +1 +0%
HIP
694
HUB Investment Partners
Texas
$425K
CWA
695
Clarity Wealth Advisors
California
$423K +$543 +4 +0.1%
CP
696
Creekside Partners
California
$420K +$1.36K +10 +0.3%
WB
697
West Bancorporation
Iowa
$420K -$105K -777 -20%
KCFA
698
Key Client Fiduciary Advisors
New Jersey
$418K +$18.5K +136 +5%
ET
699
Equitable Trust
Tennessee
$418K -$115K -850 -22%
HL
700
HeadInvest LLC
Maine
$413K