SDY icon

State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Blueprint Financial Advisors
North Carolina
$3.23M
PWM
227
Perigon Wealth Management
California
$3.22M
SCM
228
Sage Capital Management
New Jersey
$3.21M
CIA
229
Concurrent Investment Advisors
Florida
$3.21M
AFA
230
AA Financial Advisors
Ohio
$3.18M
DADC
231
D.A. Davidson & Co
Montana
$3.16M
GL
232
Graypoint LLC
New York
$3.15M
TCFP
233
Treasure Coast Financial Planning
Florida
$3.12M
CST
234
Charles Schwab Trust
Nevada
$3.09M
BlackRock
235
BlackRock
New York
$3.06M
MBTD
236
Mechanics Bank - Trust Department
California
$3.06M
TFCP
237
Twin Focus Capital Partners
Massachusetts
$3.04M
IWC
238
Integrated Wealth Concepts
Massachusetts
$3.02M
ASN
239
Advisory Services Network
Georgia
$2.98M
SCA
240
Snowden Capital Advisors
New York
$2.98M
WF
241
Welch & Forbes
Massachusetts
$2.97M
BIP
242
Blueprint Investment Partners
North Carolina
$2.95M
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$2.94M
CIC
244
Carnegie Investment Counsel
Ohio
$2.94M
PI
245
PFG Investments
New York
$2.92M
SMAM
246
Sugar Maple Asset Management
Wisconsin
$2.89M
PFS
247
Prospera Financial Services
Texas
$2.89M
SFA
248
Sequoia Financial Advisors
Ohio
$2.88M
RBC
249
Roble Belko & Company
Pennsylvania
$2.87M
FNBT
250
FineMark National Bank & Trust
Florida
$2.87M