SDY icon

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 Market Value Shares Shares
Change 		Shares
Change %
MCA
101
MSH Capital Advisors
Arizona
$10.1M 74,311 +5,981 +9%
IWM
102
IHT Wealth Management
Illinois
$10M 74,032 -2,977 -4%
AWS
103
Atria Wealth Solutions
New York
$9.99M 73,597 -32,732 -31%
GT
104
Greenleaf Trust
Michigan
$9.85M 72,581 +11,586 +19%
ODG
105
O'Dell Group
Ohio
$9.81M 72,269 -7,455 -9%
William Blair & Company
106
William Blair & Company
Illinois
$9.8M 72,222 -3,783 -5%
KP
107
Kitching Partners
Pennsylvania
$9.75M 71,834 +7,498 +12%
TC
108
TownSquare Capital
Utah
$9.51M 70,064 +41,273 +143%
DWP
109
Destiny Wealth Partners
Florida
$9.35M 68,888 +69 +0.1%
CI
110
CX Institutional
Indiana
$9.11M 67,119 -4,432 -6%
WFA
111
Wellspring Financial Advisors
Ohio
$9.07M 66,830 -2,633 -4%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.02M 66,447 -10,236 -13%
Brown Advisory
113
Brown Advisory
Maryland
$8.87M 65,376 +2,788 +4%
GB
114
Gunma Bank
Japan
$8.86M 65,300 +14,000 +27%
AF
115
Apexium Financial
Texas
$8.82M 64,980 +2,899 +5%
FNC
116
First National Corp
Massachusetts
$8.59M 63,338 +44 +0.1%
NA
117
NewEdge Advisors
Louisiana
$8.55M 63,031 -9,851 -14%
SB
118
Simmons Bank
Arkansas
$8.53M 62,850 -764 -1%
P
119
&Partners
Tennessee
$8.42M 62,684 +3,674 +6%
AllianceBernstein
120
AllianceBernstein
Tennessee
$8.41M 61,989 -3,694 -6%
MWM
121
Mission Wealth Management
California
$8.37M 61,662 -1,563 -2%
ACM
122
Argent Capital Management
Missouri
$8.34M 61,454 -49,398 -45%
MA
123
MONECO Advisors
Connecticut
$8.26M 60,852 -917 -1%
PWM
124
Peterson Wealth Management
Nevada
$8.22M 60,569 +2,504 +4%
M&T Bank
125
M&T Bank
New York
$8.18M 60,297 +5,310 +10%
3 4
5
6 7