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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 %
MFIM
76
Mesirow Financial Investment Management
Illinois
$13.9M -$240K -1,771 -2%
CFS
77
CRA Financial Services
New Jersey
$13.9M -$158K -1,164 -1%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$13.8M +$13.6M +100,095 +7,180%
AAS
79
Avantax Advisory Services
Texas
$13.7M -$106K -778 -0.8%
P
80
&Partners
Tennessee
$13.6M +$5.11M +37,659 +60%
CCM
81
Coldstream Capital Management
Washington
$13.4M +$12.8M +94,369 +2,199%
TPCW
82
TD Private Client Wealth
New York
$13.3M -$159K -1,169 -1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$589K +4,336 +5%
US Bancorp
84
US Bancorp
Minnesota
$12.8M +$2.24M +16,523 +21%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$12.8M +$283K +2,085 +2%
KIA
86
KCM Investment Advisors
California
$12.7M -$102K -749 -0.8%
SWMG
87
Sard Wealth Management Group
Georgia
$12.7M +$284K +2,092 +2%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$12.3M -$54.7K -403 -0.4%
WB
89
WesBanco Bank
West Virginia
$11.9M -$151K -1,110 -1%
HWM
90
HB Wealth Management
Georgia
$11.6M +$46.7K +344 +0.4%
SC
91
Savant Capital
Illinois
$11.5M -$153K -1,125 -1%
NB
92
NBT Bank
New York
$11.2M – – –
WIA
93
World Investment Advisors
California
$11M -$65.7K -484 -0.6%
IWM
94
IHT Wealth Management
Illinois
$10.9M +$861K +6,344 +9%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$10.9M -$582K -4,286 -5%
FMWA
96
Forvis Mazars Wealth Advisors
Missouri
$10.9M -$65.7K -484 -0.6%
MCA
97
MSH Capital Advisors
Arizona
$10.8M +$664K +4,894 +7%
SRC
98
Sage Rhino Capital
California
$10.7M -$705K -5,195 -6%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$10.6M -$639K -4,708 -6%
PWP
100
Precedent Wealth Partners
Texas
$10.4M -$25.7K -189 -0.2%
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4
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