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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 %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$4.72M -$589K -4,340 -11%
NCM
177
Neumann Capital Management
California
$4.71M -$715K -5,270 -13%
Bessemer Group
178
Bessemer Group
New Jersey
$4.65M +$4.11M +30,300 +769%
TCA
179
Transcend Capital Advisors
New Jersey
$4.65M +$22.9K +169 +0.5%
WIM
180
Westside Investment Management
California
$4.62M +$206K +1,517 +5%
JWWM
181
Johnson & White Wealth Management
Pennsylvania
$4.61M -$758K -5,586 -14%
Lido Advisors
182
Lido Advisors
California
$4.6M -$33.9K -250 -0.7%
FGWP
183
Founders Grove Wealth Partners
Virginia
$4.6M -$154K -1,133 -3%
CB
184
Centennial Bank
Arkansas
$4.59M -$61.1K -450 -1%
BPA
185
Beacon Pointe Advisors
California
$4.56M -$38.1K -281 -0.8%
PMG
186
ProVise Management Group
Florida
$4.54M -$1.37M -10,074 -23%
CFG
187
Citizens Financial Group
Rhode Island
$4.49M +$1.7M +12,538 +61%
SWP
188
Sagespring Wealth Partners
Tennessee
$4.43M -$828K -6,105 -16%
DC
189
Davenport & Co
Virginia
$4.37M -$22.8K -168 -0.5%
TWC
190
TD Waterhouse Canada
Ontario, Canada
$4.35M +$165K +1,222 +4%
AT
191
American Trust
Kentucky
$4.25M -$423K -3,117 -9%
1832 Asset Management
192
1832 Asset Management
Ontario, Canada
$4.21M -$317K -2,340 -7%
VWM
193
Valley Wealth Managers
New Jersey
$4.19M -$64.9K -478 -2%
NP
194
NorthRock Partners
Minnesota
$4.15M -$294K -2,165 -7%
CWM
195
Congress Wealth Management
Massachusetts
$4.09M -$114K -840 -3%
MWP
196
MYCIO Wealth Partners
Pennsylvania
$4.03M +$24.3K +179 +0.6%
MWA
197
Meridian Wealth Advisors
Texas
$3.99M -$22.3K -164 -0.6%
LF
198
LifeSteps Financial
California
$3.99M +$39.5K +291 +1%
Renaissance Technologies
199
Renaissance Technologies
New York
$3.99M +$3.26M +24,000 +444%
ARC
200
Advisor Resource Council
Texas
$3.99M +$3.99M +31,394 New
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