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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 %
KA
51
Klingman & Associates
New York
$26.5M -$922K -6,794 -3%
GLLW
52
Graves Light Lenhart Wealth
Virginia
$25.8M -$198K -1,456 -0.8%
BEI
53
Benjamin Edwards Inc
Missouri
$25.5M +$22.8M +167,975 +851%
JGIA
54
Jackson Grant Investment Advisers
Connecticut
$23.3M -$264K -1,946 -1%
KAS
55
Kestra Advisory Services
Texas
$22.8M +$2.64M +19,457 +13%
HNB
56
Huntington National Bank
Ohio
$22.6M -$21.9M – –
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$115K +844 +0.5%
SC
58
Scotia Capital
Ontario, Canada
$21.6M -$10.3M -75,856 -32%
UCFA
59
United Capital Financial Advisors
Texas
$21.2M -$3.96M -29,163 -16%
CAL
60
Capital Advisors Ltd
Ohio
$19.9M +$75.6K +557 +0.4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.2M +$19.4K +143 +0.1%
TM
62
TigerOak Management
New Mexico
$17M +$196K +1,443 +1%
Comerica Bank
63
Comerica Bank
Texas
$16M -$1.19M -8,782 -7%
EH
64
Equitable Holdings
New York
$15.9M +$1.17M +8,638 +8%
UB
65
UMB Bank
Missouri
$15.8M -$241K -1,779 -2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$15.8M +$25.8K +190 +0.2%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.3M -$330K -2,431 -2%
MT
68
Midwest Trust
Kansas
$15.3M +$15.3M +112,866 New
BF
69
BOK Financial
Oklahoma
$14.9M -$41.7K -307 -0.3%
PAG
70
Private Advisor Group
New Jersey
$14.9M -$1.2M -8,826 -7%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$14.6M -$403K -2,968 -3%
LODC
72
Lanham O'Dell & Company
West Virginia
$14.6M +$14.6M +107,431 New
ABC
73
Associated Banc-Corp
Wisconsin
$14.6M -$81.2K -598 -0.6%
PCG
74
Prosperity Consulting Group
Maryland
$14.4M -$567K -4,176 -4%
Northern Trust
75
Northern Trust
Illinois
$14.3M -$367K -2,706 -3%
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