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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 %
CPBTD
1151
Central Pacific Bank - Trust Division
Hawaii
$2.44K – – –
TPWA
1152
Twin Peaks Wealth Advisors
California
$1.26K +$1.26K +9 New
WOC
1153
West Oak Capital
California
$577 – – –
T
1154
Transce3nd
Texas
$543 +$407 +3 +300%
FGC
1155
Financial Gravity Companies
Texas
$271 +$271 +2 New
NC
1156
NewSquare Capital
Pennsylvania
$95 +$95 +1 New
FCI
1157
Financial Counselors Inc
Kansas
– -$14.8M -108,788 Closed
TC
1158
TownSquare Capital
Utah
– -$9.51M -70,064 Closed
ACM
1159
Argent Capital Management
Missouri
– -$8.34M -61,454 Closed
LA
1160
Legacy Advisors
Pennsylvania
– -$3.42M -25,231 Closed
AFM
1161
Armstrong Fleming & Moore
District of Columbia
– -$1.92M -14,144 Closed
IC
1162
Inscription Capital
Texas
– -$829K -6,317 Closed
HF
1163
HRT Financial
New York
– -$810K -5,970 Closed
BWM
1164
BigSur Wealth Management
Florida
– -$644K -4,750 Closed
Charles Schwab
1165
Charles Schwab
California
– -$595K -4,387 Closed
MCCA
1166
Mill Creek Capital Advisors
Pennsylvania
– -$563K -4,149 Closed
TNBTD
1167
Trustmark National Bank Trust Department
Mississippi
– -$543K -4,000 Closed
ACP
1168
Aveo Capital Partners
Colorado
– -$478K -3,632 Closed
GIA
1169
Gladstone Institutional Advisory
Florida
– -$469K -3,454 Closed
Two Sigma Investments
1170
Two Sigma Investments
New York
– -$456K -3,359 Closed
LT
1171
Legacy Trust
Michigan
– -$397K -2,928 Closed
VPIM
1172
Vanguard Personalized Indexing Management
California
– -$387K -2,852 Closed
EWM
1173
Evercore Wealth Management
New York
– -$308K -2,267 Closed
JWBC
1174
John W. Brooker & Co
California
– -$307K -2,266 Closed
FVWA
1175
Foster Victor Wealth Advisors
South Carolina
– -$289K -2,257 Closed
45 46
47
48 49