SDY icon

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 %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$7.94M -$142K -1,045 -2%
CWM
127
Cornerstone Wealth Management
Missouri
$7.78M +$48.2K +355 +0.6%
OC
128
Oppenheimer & Co
New York
$7.74M +$244K +1,797 +3%
MWM
129
Mission Wealth Management
California
$7.74M -$628K -4,627 -8%
Franklin Resources
130
Franklin Resources
California
$7.48M -$319K -2,351 -4%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$7.28M +$40.4K +298 +0.6%
WANY
132
Wealthspire Advisors (New York)
New York
$7.25M -$553K -4,073 -7%
WIC
133
Whitegate Investment Counselors
New Hampshire
$7.23M -$217K -1,597 -3%
IC
134
IEQ Capital
California
$7.14M -$6.03M -44,409 -46%
MFG
135
Merit Financial Group
Georgia
$7.13M +$185K +1,361 +3%
PWG
136
Private Wealth Group
Florida
$7M +$471K +3,473 +7%
AWM
137
Aries Wealth Management
Maine
$6.98M -$120K -884 -2%
AGC
138
Aspen Grove Capital
Colorado
$6.95M – – –
CAM
139
Cresset Asset Management
Illinois
$6.82M -$462K -3,405 -6%
SWP
140
Stratos Wealth Partners
Ohio
$6.65M -$185K -1,362 -3%
AP
141
Americana Partners
Texas
$6.39M -$24.6K -181 -0.4%
CA
142
Cornerstone Advisory
Maryland
$6.27M -$9.77K -72 -0.2%
CC
143
Climber Capital
Switzerland
$6.12M – – –
ST
144
Smithfield Trust
Pennsylvania
$6.08M -$433K -3,193 -7%
WTC
145
WhitTier Trust Company
Nevada
$5.97M -$440K -3,242 -7%
SDAM
146
Shulman DeMeo Asset Management
New York
$5.96M -$11K -81 -0.2%
AMM
147
American Money Management
California
$5.95M +$146K +1,077 +3%
SF
148
Synovus Financial
Georgia
$5.9M -$42.8K -315 -0.7%
TPW
149
TL Private Wealth
Texas
$5.88M +$87.2K +633 +2%
VAG
150
VisionPoint Advisory Group
Texas
$5.87M +$554K +4,078 +10%
4 5
6
7 8