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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 Holding Trade Value Shares
Change 		Shares
Change %
CFS
76
CRA Financial Services
New Jersey
$14M -$618K -4,552 -4%
AAS
77
Avantax Advisory Services
Texas
$13.8M -$1.19M -8,746 -8%
HCP
78
Holt Capital Partners
Texas
$13.5M -$248K -1,827 -2%
TPCW
79
TD Private Client Wealth
New York
$13.5M -$2.14M -15,808 -14%
RPWA
80
Regent Peak Wealth Advisors
Georgia
$13.2M -$1.06M -7,818 -7%
IC
81
IEQ Capital
California
$13.2M +$6.34M +46,738 +93%
KIA
82
KCM Investment Advisors
California
$12.8M -$22.7K -167 -0.2%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$12.6M +$69.5K +512 +0.6%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$12.5M +$447K +3,293 +4%
SWMG
85
Sard Wealth Management Group
Georgia
$12.4M +$298K +2,198 +2%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$12.4M -$748K -5,513 -6%
Corient Private Wealth
87
Corient Private Wealth
Florida
$12.1M -$113K -836 -0.9%
WB
88
WesBanco Bank
West Virginia
$12.1M -$528K -3,893 -4%
SC
89
Savant Capital
Illinois
$11.6M -$178K -1,312 -2%
HWM
90
HB Wealth Management
Georgia
$11.6M -$351K -2,587 -3%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$11.5M -$686K -5,056 -6%
SRC
92
Sage Rhino Capital
California
$11.4M -$110K -813 -1%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$11.2M -$1.11M -8,217 -9%
Cerity Partners
94
Cerity Partners
New York
$11.2M +$108K +798 +1%
NB
95
NBT Bank
New York
$11.2M -$109K -805 -1%
WIA
96
World Investment Advisors
California
$11M -$158K -1,166 -1%
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$10.9M -$378K -2,787 -3%
US Bancorp
98
US Bancorp
Minnesota
$10.6M -$110K -810 -1%
PWP
99
Precedent Wealth Partners
Texas
$10.4M +$1.6M +11,760 +18%
FAIM
100
Financial Advocates Investment Management
Washington
$10.1M +$197K +1,481 +2%
2 3
4
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