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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 %
EFS
151
Essex Financial Services
Connecticut
$5.62M 41,416 -240 -0.6%
CFG
152
Citizens Financial Group
Rhode Island
$5.58M 41,091 +8,003 +24%
PIA
153
Perennial Investment Advisors
California
$5.55M 40,924 +4,617 +13%
ACM
154
Avalon Capital Management
California
$5.52M 40,667 +89 +0.2%
WT
155
Whittier Trust
California
$5.5M 40,557 -5,382 -12%
HFRG
156
Houlihan Financial Resource Group
Virginia
$5.47M 40,117 -513 -1%
Deutsche Bank
157
Deutsche Bank
Germany
$5.47M 40,264 +4,422 +12%
FHA
158
Flagship Harbor Advisors
Massachusetts
$5.44M 40,107 -785 -2%
FHA
159
First Horizon Advisors
Tennessee
$5.32M 39,215 -410 -1%
SMFG
160
Sumitomo Mitsui Financial Group
Japan
$5.27M 38,836 +19,916 +105%
SF
161
Strategent Financial
Virginia
$5.25M 38,652 -241 -0.6%
CTC
162
Central Trust Company
Missouri
$5.24M 38,606 -1,336 -3%
RFC
163
Regions Financial Corp
Alabama
$5.21M 38,383 -14,468 -27%
Lido Advisors
164
Lido Advisors
California
$5.2M 38,289 +4,368 +13%
AWS
165
Atria Wealth Solutions
New York
$5.2M 38,189 -35,408 -48%
EWA
166
EP Wealth Advisors
California
$5.14M 37,901 +285 +0.8%
SL
167
Salomon & Ludwin
Virginia
$5.14M 37,131 -275 -0.7%
BBHC
168
Brown Brothers Harriman & Co
New York
$5.11M 37,625 – –
SS
169
Sunbelt Securities
Texas
$5.07M 38,346 -939 -2%
NL
170
NWAM LLC
Washington
$5.01M 36,317 +300 +0.8%
MAWCM
171
Mine & Arao Wealth Creation & Management
California
$5M 36,851 +220 +0.6%
CWM
172
Connecticut Wealth Management
Connecticut
$4.93M 36,336 -2,634 -7%
PSP
173
Principal Street Partners
Tennessee
$4.86M 35,788 +18,016 +101%
1IA
174
1834 Investment Advisors
Wisconsin
$4.82M 35,539 -7,588 -18%
WIM
175
Westside Investment Management
California
$4.77M 35,175 +1,125 +3%
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