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 %
WA
201
Waverly Advisors
Alabama
$3.81M -$68.4K -504 -2%
AF
202
Allworth Financial
California
$3.8M +$221K +1,629 +6%
LAM
203
Lewis Asset Management
California
$3.79M +$423K +3,115 +13%
FFP
204
Forbes Financial Planning
Rhode Island
$3.74M -$1.44M -10,643 -28%
CNBT
205
Canandaigua National Bank & Trust
New York
$3.68M -$93.2K -687 -2%
BPWM
206
Badgley Phelps Wealth Managers
Washington
$3.66M -$107K -790 -3%
LFG
207
Larson Financial Group
Missouri
$3.66M +$65.4K +482 +2%
FA
208
FDx Advisors
Illinois
$3.65M -$52.4K -386 -1%
1832 Asset Management
209
1832 Asset Management
Ontario, Canada
$3.6M -$613K -4,518 -15%
Citigroup
210
Citigroup
New York
$3.59M +$187K +1,377 +5%
MF
211
Meridian Financial
Massachusetts
$3.57M +$221K +1,627 +7%
DBIA
212
Dumont & Blake Investment Advisors
New Jersey
$3.49M -$6.65K -49 -0.2%
FWM
213
FSA Wealth Management
Massachusetts
$3.44M -$75.7K -558 -2%
AWA
214
Arkadios Wealth Advisors
Georgia
$3.43M +$684K +5,043 +25%
DWM
215
Denver Wealth Management
Colorado
$3.43M -$126K -926 -4%
PCIA
216
Prime Capital Investment Advisors
Kansas
$3.42M -$486K -3,577 -12%
AMG
217
Asset Management Group
Connecticut
$3.42M +$22.3K +164 +0.7%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$3.42M -$217K -1,600 -6%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$3.38M +$637K +4,692 +23%
FCH
220
Freestone Capital Holdings
Washington
$3.37M -$122K -899 -3%
IBOK
221
Independence Bank of Kentucky
Kentucky
$3.33M – – –
FTUS
222
Flow Traders U.S.
New York
$3.3M -$106K -779 -3%
CPIG
223
Chicago Partners Investment Group
Illinois
$3.27M +$17.1K +122 +0.5%
BFA
224
Blueprint Financial Advisors
North Carolina
$3.23M +$3.23M +23,762 New
PWM
225
Perigon Wealth Management
California
$3.22M +$235K +1,733 +8%
7 8
9
10 11