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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,153 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, 425 reducing their positions, and 50 closing their positions.

Holders
1,153
Holders Change
–
Holders Change %
0%
% of All Funds
15.48%
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
425
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.14B
2
LPL Financial
2
LPL Financial
California
$409M
3
Stifel Financial
3
Stifel Financial
Missouri
$60.8M
4
BEI
4
Benjamin Edwards Inc
Missouri
$25.5M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$78M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$297M
2
HNB
2
Huntington National Bank
Ohio
$22.6M
3
Bank of America
3
Bank of America
North Carolina
$1.01B
4
FCI
4
Financial Counselors Inc
Kansas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$648M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.14B +$515M +74,009 +83%
Bank of America
2
Bank of America
North Carolina
$1.01B -$17.9M -132,205 -2%
Morgan Stanley
3
Morgan Stanley
New York
$648M -$12.8M -94,613 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$425M +$16.2M +119,562 +4%
LPL Financial
5
LPL Financial
California
$409M +$33.8M +249,036 +9%
JIC
6
Joel Isaacson & Co
New York
$359M +$11.8M +86,679 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$297M -$24.7M -181,939 -8%
Wells Fargo
8
Wells Fargo
California
$284M +$8.35M +61,505 +3%
Ameriprise
9
Ameriprise
Minnesota
$217M -$8.22M -60,624 -4%
UBS Group
10
UBS Group
Switzerland
$213M -$6.37M -46,968 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$197M -$313K -2,304 -0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$164M -$1.13M -8,298 -0.7%
RBA
13
Richard Bernstein Advisors
New York
$146M -$11.3M -83,566 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$141M -$9.89M -72,873 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$134M -$4.72M -34,761 -3%
Truist Financial
16
Truist Financial
North Carolina
$110M -$2.86M -21,093 -3%
MCM
17
MAI Capital Management
Ohio
$104M +$2.56M +18,830 +3%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$103M +$620K +4,568 +0.6%
1SB
19
1ST Source Bank
Indiana
$99.2M -$869K -6,404 -0.9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$95M +$533K +3,929 +0.6%
DWM
21
Destination Wealth Management
California
$94.9M -$517K -3,808 -0.5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$87.1M -$5.39M -39,731 -6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$78M +$20.2M +148,984 +35%
CIA
24
Capital Investment Advisors
Georgia
$69.8M -$858K -6,325 -1%
Creative Planning
25
Creative Planning
Kansas
$66.8M +$3.8M +27,970 +6%
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