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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$660M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$44.6M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$30.9M
4
IC
IEQ Capital
California
$13.2M
5
JIC
Joel Isaacson & Co
New York
$347M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$32.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$92.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
4
Bank of America
Bank of America
North Carolina
$1.02B
5
IAA
Independent Advisor Alliance
North Carolina
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
1151
Hexagon Capital Partners
Arkansas
$1.44K – – –
WOC
1152
West Oak Capital
California
$577 – – –
CF
1153
Collier Financial
Colorado
$359 – – –
FGAM
1154
Financial Gravity Asset Management
Texas
$271 +$271 +2 New
T
1155
Transce3nd
Texas
$136 -$23.5K -173 -99%
SAS
1156
SMI Advisory Services
Indiana
– -$9.51M -73,225 Closed
CFGS
1157
Concourse Financial Group Securities
Alabama
– -$5.66M -42,458 Closed
JCM
1158
Janney Capital Management
Pennsylvania
– -$4.26M -32,257 Closed
EP
1159
Essential Planning
New Hampshire
– -$2.72M -19,448 Closed
PLU
1160
Performa Ltd (US)
South Carolina
– -$1.95M -14,763 Closed
SMG
1161
Smart Money Group
Texas
– -$1.66M -12,547 Closed
FHB
1162
First Hawaiian Bank
Hawaii
– -$1.34M -10,148 Closed
Qube Research & Technologies (QRT)
1163
Qube Research & Technologies (QRT)
United Kingdom
– -$1.28M -9,715 Closed
BAM
1164
Bosun Asset Management
Illinois
– -$839K -6,351 Closed
WCM Investment Management
1165
WCM Investment Management
California
– -$813K -6,174 Closed
PIAS
1166
PCA Investment Advisory Services
Ohio
– -$770K -5,832 Closed
MFG
1167
MidWestOne Financial Group
Iowa
– -$630K -4,770 Closed
TFM
1168
Trademark Financial Management
Minnesota
– -$518K -3,919 Closed
AC
1169
ASB Consultores
Florida
– -$507K -3,835 Closed
TA
1170
TFB Advisors
Kansas
– -$463K -3,503 Closed
DAS
1171
Diversify Advisory Services
Utah
– -$449K -3,486 Closed
FS
1172
Financially Speaking
Colorado
– -$439K -3,327 Closed
JE
1173
JMAC Enterprises
Pennsylvania
– -$431K -3,262 Closed
WEG
1174
World Equity Group
Illinois
– -$410K -3,104 Closed
MCP
1175
Martin Capital Partners
Oregon
– -$402K -3,045 Closed
45 46
47
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