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 %
BA
801
Baugh & Associates
Georgia
$308K -$12.8K -97 -4%
EWM
802
Evercore Wealth Management
New York
$308K -$19K -140 -6%
JWBC
803
John W. Brooker & Co
California
$307K -$20.9K -154 -6%
HPC
804
HM Payson & Co
Maine
$307K
RRCM
805
Rappaport Reiches Capital Management
Illinois
$307K
MW
806
Marcum Wealth
Ohio
$306K -$14.4K -106 -4%
RIA
807
Regal Investment Advisors
Michigan
$305K +$305K +2,250 New
MIM
808
MTM Investment Management
South Carolina
$305K
FFS
809
Founders Financial Securities
Maryland
$304K +$304K +2,329 New
CSIC
810
Clifford Swan Investment Counsel
California
$303K
FA
811
Fagan Associates
New York
$303K +$407 +3 +0.1%
FA
812
Fiduciary Alliance
South Carolina
$301K +$72K +531 +31%
EW
813
Element Wealth
Mississippi
$301K
FFA
814
Fortune Financial Advisors
Kansas
$301K +$23.7K +175 +9%
RC
815
Roundview Capital
New Jersey
$299K -$1.9K -14 -0.6%
NFP
816
Narus Financial Partners
Utah
$298K
ML
817
Mayport LLC
Massachusetts
$298K
LIM
818
Loudon Investment Management
New Hampshire
$297K +$2.31K +17 +0.8%
CCT
819
Chemung Canal Trust
New York
$296K
CA
820
Carson Advisory
Georgia
$296K -$22.4K -165 -7%
EW
821
Evoke Wealth
California
$295K
CFG
822
Clayton Financial Group
Missouri
$295K +$950 +7 +0.3%
BCM
823
Beaumont Capital Management
Massachusetts
$293K -$2.72M -20,024 -90%
IDA
824
Intelligence Driven Advisers
California
$292K -$5.43K -40 -2%
JFG
825
JMG Financial Group
Illinois
$292K