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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.02B 7,536,807 -179,797 -2%
Morgan Stanley
2
Morgan Stanley
New York
$660M 4,865,756 +78,397 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$409M 3,013,851 +3,580 +0.1%
LPL Financial
4
LPL Financial
California
$375M 2,762,025 -99,669 -3%
JIC
5
Joel Isaacson & Co
New York
$347M 2,558,258 +41,613 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$322M 2,371,561 +20,594 +0.9%
Wells Fargo
7
Wells Fargo
California
$276M 2,033,060 -70,461 -3%
Ameriprise
8
Ameriprise
Minnesota
$227M 1,664,995 -9,448 -0.6%
UBS Group
9
UBS Group
Switzerland
$219M 1,614,600 -135,373 -8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$197M 1,453,772 -234,897 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$166M 1,220,181 -18,296 -1%
RBA
12
Richard Bernstein Advisors
New York
$157M 1,158,903 -53,206 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$151M 1,112,558 +8,613 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$139M 1,024,768 -16,877 -2%
Truist Financial
15
Truist Financial
North Carolina
$113M 831,128 -22,873 -3%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$103M 755,644 -4,004 -0.5%
MCM
17
MAI Capital Management
Ohio
$102M 748,252 -10,978 -1%
1SB
18
1ST Source Bank
Indiana
$100M 737,604 -17,563 -2%
DWM
19
Destination Wealth Management
California
$95.3M 702,637 +6,647 +1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$94.4M 695,720 +3,830 +0.6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$92.4M 681,135 -376,184 -36%
CIA
22
Capital Investment Advisors
Georgia
$70.7M 520,894 -8,349 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$67.5M 497,305 -44,722 -8%
Creative Planning
24
Creative Planning
Kansas
$63M 464,218 +12,445 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$61.6M 453,844 -11,953 -3%
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