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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,150 hedge funds and large institutions have $9.83B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 344 increasing their positions, 424 reducing their positions, and 50 closing their positions.

Holders
1,150
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
15.44%
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
344
Reduced
424
Closed
50
Calls
$1.91M
Puts
$285K
Net Calls
+$1.63M
Net Calls Change
+$382K

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.14B
2
LPL Financial
2
LPL Financial
California
$409M
3
Stifel Financial
3
Stifel Financial
Missouri
$60.8M
4
BEI
4
Benjamin Edwards Inc
Missouri
$25.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$78M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$297M
2
Bank of America
2
Bank of America
North Carolina
$1.01B
3
FCI
3
Financial Counselors Inc
Kansas
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$648M
5
RBA
5
Richard Bernstein Advisors
New York
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
76
Mesirow Financial Investment Management
Illinois
$13.9M 102,333 -1,771 -2%
CFS
77
CRA Financial Services
New Jersey
$13.9M 102,235 -1,164 -1%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$13.8M 101,489 +100,095 +7,180%
AAS
79
Avantax Advisory Services
Texas
$13.7M 100,578 -778 -0.8%
P
80
&Partners
Tennessee
$13.6M 100,343 +37,659 +60%
CCM
81
Coldstream Capital Management
Washington
$13.4M 98,661 +94,369 +2,199%
TPCW
82
TD Private Client Wealth
New York
$13.3M 98,106 -1,169 -1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 96,993 +4,336 +5%
US Bancorp
84
US Bancorp
Minnesota
$12.8M 94,604 +16,523 +21%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$12.8M 94,309 +2,085 +2%
KIA
86
KCM Investment Advisors
California
$12.7M 93,759 -749 -0.8%
SWMG
87
Sard Wealth Management Group
Georgia
$12.7M 93,275 +2,092 +2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$12.3M 90,620 -403 -0.4%
WB
89
WesBanco Bank
West Virginia
$11.9M 87,936 -1,110 -1%
HWM
90
HB Wealth Management
Georgia
$11.6M 85,543 +344 +0.4%
SC
91
Savant Capital
Illinois
$11.5M 84,459 -1,125 -1%
NB
92
NBT Bank
New York
$11.2M 82,392 – –
WIA
93
World Investment Advisors
California
$11M 80,808 -484 -0.6%
IWM
94
IHT Wealth Management
Illinois
$10.9M 80,376 +6,344 +9%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$10.9M 80,276 -4,286 -5%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$10.9M 80,175 -484 -0.6%
MCA
97
MSH Capital Advisors
Arizona
$10.8M 79,205 +4,894 +7%
SRC
98
Sage Rhino Capital
California
$10.7M 78,470 -5,195 -6%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$10.6M 77,956 -4,708 -6%
PWP
100
Precedent Wealth Partners
Texas
$10.4M 76,372 -189 -0.2%
2 3
4
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