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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 %
PWW
176
Pettyjohn Wood & White
Virginia
$4.76M -$24.8K -183 -0.5%
Bessemer Group
177
Bessemer Group
New Jersey
$4.66M +$12.2K +90 +0.3%
GRP
178
Global Retirement Partners
California
$4.66M +$4.66M +34,306 New
NCM
179
Neumann Capital Management
California
$4.63M -$85.5K -630 -2%
BPA
180
Beacon Pointe Advisors
California
$4.58M +$20.2K +149 +0.4%
FGWP
181
Founders Grove Wealth Partners
Virginia
$4.57M -$35.6K -262 -0.8%
JWWM
182
Johnson & White Wealth Management
Pennsylvania
$4.47M -$138K -1,019 -3%
FCM
183
Firestone Capital Management
Florida
$4.47M -$274K -2,016 -6%
TWC
184
TD Waterhouse Canada
Ontario, Canada
$4.43M -$3.59K -26 -0.1%
First Trust Advisors
185
First Trust Advisors
Illinois
$4.36M +$1.02M +7,493 +30%
DC
186
Davenport & Co
Virginia
$4.2M -$169K -1,245 -4%
SWP
187
Sagespring Wealth Partners
Tennessee
$4.18M -$248K -1,826 -6%
MWA
188
Meridian Wealth Advisors
Texas
$4.12M +$125K +920 +3%
VWM
189
Valley Wealth Managers
New Jersey
$4.11M -$77.6K -572 -2%
MWP
190
MYCIO Wealth Partners
Pennsylvania
$4.06M +$26.5K +195 +0.7%
AT
191
American Trust
Kentucky
$4.06M -$196K -1,444 -5%
KWA
192
Kingswood Wealth Advisors
California
$4M +$157K +1,159 +4%
PMG
193
ProVise Management Group
Florida
$4M -$540K -3,978 -12%
LF
194
LifeSteps Financial
California
$3.98M -$8.69K -64 -0.2%
JIC
195
Johnson Investment Counsel
Ohio
$3.97M +$90.3K +665 +2%
NG
196
Novem Group
New York
$3.96M +$13.6K +100 +0.3%
KPWS
197
Kestra Private Wealth Services
Texas
$3.96M +$366K +2,695 +10%
SQA
198
Simon Quick Advisors
New Jersey
$3.94M +$83.5K +615 +2%
CWM
199
Congress Wealth Management
Massachusetts
$3.87M -$218K -1,608 -5%
NP
200
NorthRock Partners
Minnesota
$3.85M -$310K -2,281 -7%
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