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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 %
PFA
1176
Pettinga Financial Advisors
Indiana
– -$338K -2,560 Closed
IP
1177
Ignite Planners
California
– -$322K -2,445 Closed
CCB
1178
Cutter & Co Brokerage
Missouri
– -$316K -2,394 Closed
BP
1179
Broadleaf Partners
Ohio
– -$301K -2,280 Closed
MWM
1180
Modern Wealth Management
Kansas
– -$283K -2,139 Closed
RFP
1181
Root Financial Partners
California
– -$272K -2,061 Closed
AA
1182
Apriem Advisors
California
– -$260K -1,965 Closed
QC
1183
Quadrature Capital
United Kingdom
– -$254K -1,926 Closed
CBA
1184
Coastal Bridge Advisors
Connecticut
– -$250K -1,896 Closed
SLC
1185
Second Line Capital
Louisiana
– -$242K -1,834 Closed
FSC
1186
Full Sail Capital
Oklahoma
– -$241K -1,827 Closed
NIWA
1187
New Insight Wealth Advisors
California
– -$235K -1,779 Closed
BAG
1188
Bridgewealth Advisory Group
California
– -$238K -1,764 Closed
ACM
1189
Allred Capital Management
Texas
– -$232K -1,761 Closed
ML
1190
McAdam LLC
Pennsylvania
– -$222K -1,683 Closed
FGA
1191
Fortis Group Advisors
New Jersey
– -$220K -1,664 Closed
WP
1192
WMS Partners
Maryland
– -$219K -1,660 Closed
GLR
1193
Great Lakes Retirement
Ohio
– -$214K -1,622 Closed
PCH
1194
PGIM Custom Harvest
New Jersey
– -$210K -1,587 Closed
CIA
1195
Choate Investment Advisors
Massachusetts
– -$209K -1,585 Closed
NF
1196
Nvest Financial
New Hampshire
– -$207K -1,570 Closed
SCA
1197
Stonebridge Capital Advisors
Minnesota
– -$206K -1,559 Closed
TWM
1198
Tradition Wealth Management
Minnesota
– -$204K -1,541 Closed
KDA
1199
Kraft Davis & Associates
Missouri
– -$203K -1,524 Closed
TCG
1200
Transcendent Capital Group
Oklahoma
– -$192K -1,450 Closed
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