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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
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 Holding Trade Value Shares
Change 		Shares
Change %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$8.08M -$12.3K -91 -0.2%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$8.03M +$127K +933 +2%
FTWA
128
Fifth Third Wealth Advisors
Ohio
$7.98M +$331K +2,443 +4%
WANY
129
Wealthspire Advisors (New York)
New York
$7.8M +$250K +1,845 +3%
Franklin Resources
130
Franklin Resources
California
$7.8M -$147K -1,081 -2%
CWM
131
Cornerstone Wealth Management
Missouri
$7.73M +$89.7K +661 +1%
MMA
132
Miracle Mile Advisors
California
$7.57M -$503K -3,710 -6%
OC
133
Oppenheimer & Co
New York
$7.5M +$133K +980 +2%
WIC
134
Whitegate Investment Counselors
New Hampshire
$7.45M -$363K -2,673 -5%
CAM
135
Cresset Asset Management
Illinois
$7.28M -$396K -2,918 -5%
RFC
136
Regions Financial Corp
Alabama
$7.17M – – –
AWM
137
Aries Wealth Management
Maine
$7.1M -$20.4K -150 -0.3%
AGC
138
Aspen Grove Capital
Colorado
$6.95M – – –
MFG
139
Merit Financial Group
Georgia
$6.94M +$4.42M +32,591 +176%
SWP
140
Stratos Wealth Partners
Ohio
$6.84M -$2.97M -21,923 -30%
PWG
141
Private Wealth Group
Florida
$6.53M -$184K -1,354 -3%
ST
142
Smithfield Trust
Pennsylvania
$6.51M -$8.14K -60 -0.1%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$6.49M -$593K -4,875 -8%
AP
144
Americana Partners
Texas
$6.41M -$445K -3,283 -6%
WTC
145
WhitTier Trust Company
Nevada
$6.41M +$385K +2,837 +6%
WT
146
Whittier Trust
California
$6.23M -$188K -1,386 -3%
CA
147
Cornerstone Advisory
Maryland
$6.06M +$32.9K +251 +0.5%
SDAM
148
Shulman DeMeo Asset Management
New York
$5.97M -$38.1K -281 -0.6%
SF
149
Synovus Financial
Georgia
$5.94M -$181K -1,332 -3%
1IA
150
1834 Investment Advisors
Wisconsin
$5.85M -$200K -1,475 -3%
4 5
6
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