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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 Market Value Shares Shares
Change 		Shares
Change %
FAM
51
Flaharty Asset Management
Florida
$26.7M 197,039 -1,733 -0.9%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$26M 191,308 -1,095 -0.6%
UCFA
53
United Capital Financial Advisors
Texas
$25.2M 185,522 -51,161 -22%
NAS
54
NWF Advisory Services
California
$24.7M 182,039 -5,433 -3%
JGIA
55
Jackson Grant Investment Advisers
Connecticut
$23.5M 173,259 -3,257 -2%
SPIA
56
Steward Partners Investment Advisory
New York
$22.8M 167,874 +4,502 +3%
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$22.1M 162,558 +5,225 +3%
HNB
58
Huntington National Bank
Ohio
– – – –
KAS
59
Kestra Advisory Services
Texas
$20.1M 148,406 -32,502 -18%
CAL
60
Capital Advisors Ltd
Ohio
$19.8M 145,941 -4,571 -3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.2M 141,619 +1,785 +1%
Comerica Bank
62
Comerica Bank
Texas
$17.2M 126,715 -6,203 -5%
TM
63
TigerOak Management
New Mexico
$16.8M 124,159 +1,627 +1%
UB
64
UMB Bank
Missouri
$16.1M 118,397 -11,635 -9%
PAG
65
Private Advisor Group
New Jersey
$16.1M 118,328 -137,554 -54%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$15.8M 116,256 +337 +0.3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.7M 115,412 +7,227 +7%
HSWM
68
Hubbell Strickland Wealth Management
Louisiana
$15M 110,837 +1,421 +1%
BF
69
BOK Financial
Oklahoma
$15M 110,340 -571 -0.5%
PCG
70
Prosperity Consulting Group
Maryland
$14.9M 109,997 -4,718 -4%
FCI
71
Financial Counselors Inc
Kansas
$14.8M 108,788 +689 +0.6%
EH
72
Equitable Holdings
New York
$14.7M 108,146 +7,555 +8%
ABC
73
Associated Banc-Corp
Wisconsin
$14.6M 107,959 -583 -0.5%
Northern Trust
74
Northern Trust
Illinois
$14.6M 107,737 -1,681 -2%
MFIM
75
Mesirow Financial Investment Management
Illinois
$14.1M 104,104 +1,491 +1%
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