State Street SPDR S&P Dividend ETF
SDY
1,241 hedge funds and large institutions have $9.73B invested in State Street SPDR S&P Dividend ETF in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 372 increasing their positions, 437 reducing their positions, and 52 closing their positions.
48% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 52
5% more capital invested
Capital invested by funds: $9.28B → $9.73B (+$445M)
0.47% more ownership
Funds ownership: 44.85% → 45.32% (+0.47%)
0% more funds holding
Funds holding: 1,241 → 1,241 (0)
11% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $11.5M
13% less funds holding in top 10
Funds holding in top 10: 39 → 34 (-5)
15% less repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 437
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$92.1M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$54.5M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$27.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$18.2M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24.7M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$17.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$15M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$14.9M |
SDY Hedge Fund Activity: Q2 2026 in Review
1,241 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2026, worth a combined $9.73B — up 4.8% from $9.28B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SDY positions and 52 closed out — a net gain of 25 holders — while 372 added to existing stakes and 437 trimmed.
The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $92.1M. The largest seller was Flaharty Asset Management, cutting an estimated $27M.
- 1,241 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $9.73B of State Street SPDR S&P Dividend ETF stock for Q2 2026, up 4.8% quarter-over-quarter.
- 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2026 and 52 closed out, a net change of +25 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2026 was Coldstream Capital Management, an estimated $92.1M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2026 was Flaharty Asset Management, an estimated $27M sold.
Based on aggregated 13F filings for Q2 2026.