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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 %
Cerity Partners
101
Cerity Partners
New York
$10.3M -$839K -6,179 -7%
CIM
102
Confluence Investment Management
Missouri
$10.2M +$10.2M +75,270 New
KP
103
Kitching Partners
Pennsylvania
$10.1M +$331K +2,435 +3%
William Blair & Company
104
William Blair & Company
Illinois
$9.81M +$8.42K +62 +0.1%
GT
105
Greenleaf Trust
Michigan
$9.81M -$41.9K -309 -0.4%
ODG
106
O'Dell Group
Ohio
$9.61M -$200K -1,475 -2%
DWP
107
Destiny Wealth Partners
Florida
$9.48M +$127K +933 +1%
CI
108
CX Institutional
Indiana
$9.44M +$327K +2,411 +4%
NRI
109
NFP Retirement Inc
California
$9.05M +$6.68M +49,203 +282%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.99M -$29.5K -217 -0.3%
GB
111
Gunma Bank
Japan
$8.86M – – –
NA
112
NewEdge Advisors
Louisiana
$8.85M +$298K +2,192 +3%
Brown Advisory
113
Brown Advisory
Maryland
$8.69M -$180K -1,326 -2%
JWCA
114
J.W. Cole Advisors
Florida
$8.58M +$4.62M +34,071 +117%
FNC
115
First National Corp
Massachusetts
$8.57M -$30.3K -223 -0.4%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$8.36M +$331K +2,435 +4%
SB
117
Simmons Bank
Arkansas
$8.32M -$210K -1,544 -2%
MA
118
MONECO Advisors
Connecticut
$8.3M +$36K +265 +0.4%
HCP
119
Holt Capital Partners
Texas
$8.29M -$5.23M -38,535 -39%
AF
120
Apexium Financial
Texas
$8.28M -$538K -3,961 -6%
M&T Bank
121
M&T Bank
New York
$8.2M +$18.6K +137 +0.2%
WFA
122
Wellspring Financial Advisors
Ohio
$8.19M -$877K -6,464 -10%
AllianceBernstein
123
AllianceBernstein
Tennessee
$8.15M -$260K -1,918 -3%
FTWA
124
Fifth Third Wealth Advisors
Ohio
$8.14M +$152K +1,122 +2%
MMA
125
Miracle Mile Advisors
California
$8.01M +$436K +3,211 +6%
3 4
5
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