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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,153 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, 425 reducing their positions, and 50 closing their positions.

Holders
1,153
Holders Change
–
Holders Change %
0%
% of All Funds
15.48%
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
425
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.14B
2
LPL Financial
2
LPL Financial
California
$409M
3
Stifel Financial
3
Stifel Financial
Missouri
$60.8M
4
BEI
4
Benjamin Edwards Inc
Missouri
$25.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$78M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$297M
2
HNB
2
Huntington National Bank
Ohio
$22.6M
3
Bank of America
3
Bank of America
North Carolina
$1.01B
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$648M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$7.94M 58,519 -1,045 -2%
CWM
127
Cornerstone Wealth Management
Missouri
$7.78M 57,299 +355 +0.6%
OC
128
Oppenheimer & Co
New York
$7.74M 57,041 +1,797 +3%
MWM
129
Mission Wealth Management
California
$7.74M 57,035 -4,627 -8%
Franklin Resources
130
Franklin Resources
California
$7.48M 55,107 -2,351 -4%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$7.28M 53,638 +298 +0.6%
WANY
132
Wealthspire Advisors (New York)
New York
$7.25M 53,407 -4,073 -7%
WIC
133
Whitegate Investment Counselors
New Hampshire
$7.23M 53,283 -1,597 -3%
IC
134
IEQ Capital
California
$7.14M 52,633 -44,409 -46%
MFG
135
Merit Financial Group
Georgia
$7.13M 52,518 +1,361 +3%
PWG
136
Private Wealth Group
Florida
$7M 51,574 +3,473 +7%
AWM
137
Aries Wealth Management
Maine
$6.98M 51,429 -884 -2%
AGC
138
Aspen Grove Capital
Colorado
$6.95M 51,207 – –
CAM
139
Cresset Asset Management
Illinois
$6.82M 50,281 -3,405 -6%
SWP
140
Stratos Wealth Partners
Ohio
$6.65M 49,027 -1,362 -3%
AP
141
Americana Partners
Texas
$6.39M 47,063 -181 -0.4%
CA
142
Cornerstone Advisory
Maryland
$6.27M 46,203 -72 -0.2%
CC
143
Climber Capital
Switzerland
$6.12M 46,537 – –
ST
144
Smithfield Trust
Pennsylvania
$6.08M 44,769 -3,193 -7%
WTC
145
WhitTier Trust Company
Nevada
$5.97M 43,976 -3,242 -7%
SDAM
146
Shulman DeMeo Asset Management
New York
$5.96M 43,896 -81 -0.2%
AMM
147
American Money Management
California
$5.95M 43,870 +1,077 +3%
SF
148
Synovus Financial
Georgia
$5.9M 43,449 -315 -0.7%
TPW
149
TL Private Wealth
Texas
$5.88M 42,658 +633 +2%
VAG
150
VisionPoint Advisory Group
Texas
$5.87M 43,267 +4,078 +10%
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