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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 %
AMM
151
American Money Management
California
$5.81M +$42.3K +312 +0.7%
EFS
152
Essex Financial Services
Connecticut
$5.65M -$23.7K -175 -0.4%
AAS
153
Ameritas Advisory Services
Nebraska
$5.57M -$803K -6,003 -13%
FHA
154
Flagship Harbor Advisors
Massachusetts
$5.55M -$211K -1,553 -4%
HFRG
155
Houlihan Financial Resource Group
Virginia
$5.51M -$186K -1,368 -3%
ACM
156
Avalon Capital Management
California
$5.51M +$5.51M +40,578 New
CTC
157
Central Trust Company
Missouri
$5.42M -$18.7K -138 -0.3%
FHA
158
First Horizon Advisors
Tennessee
$5.38M -$47.1K -347 -0.9%
SS
159
Sunbelt Securities
Texas
$5.33M +$127K +939 +2%
VAG
160
VisionPoint Advisory Group
Texas
$5.32M -$54.7K -403 -1%
CWM
161
Connecticut Wealth Management
Connecticut
$5.29M +$5.29M +38,970 New
SF
162
Strategent Financial
Virginia
$5.28M -$30.3K -223 -0.6%
CC
163
Climber Capital
Switzerland
$5.19M +$865K +7,760 +20%
FFP
164
Forbes Financial Planning
Rhode Island
$5.18M -$91.4K -674 -2%
TPW
165
TL Private Wealth
Texas
$5.11M +$173K +1,423 +4%
BBHC
166
Brown Brothers Harriman & Co
New York
$5.1M – – –
EWA
167
EP Wealth Advisors
California
$5.1M +$61.1K +450 +1%
SL
168
Salomon & Ludwin
Virginia
$5.08M -$41.1K -303 -0.8%
BDF
169
Black Diamond Financial
Maryland
$5.06M -$407K -2,999 -7%
MAWCM
170
Mine & Arao Wealth Creation & Management
California
$4.97M +$48K +354 +1%
PIA
171
Perennial Investment Advisors
California
$4.93M +$177K +1,302 +4%
NL
172
NWAM LLC
Washington
$4.89M -$127K -935 -3%
Deutsche Bank
173
Deutsche Bank
Germany
$4.86M +$332K +2,444 +7%
PWW
174
Pettyjohn Wood & White
Virginia
$4.79M -$678 -5 -0%
FCM
175
Firestone Capital Management
Florida
$4.74M -$124K -915 -3%
5 6
7
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