SDY icon

State Street SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.93B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 334 increasing their positions, 431 reducing their positions, and 65 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1691,153 (-16)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

23% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 431

Holders
1,153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.29M
Puts
$4.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
226
Twin Focus Capital Partners
Massachusetts
$3.3M
SCM
227
Sage Capital Management
New Jersey
$3.28M
AFA
228
AA Financial Advisors
Ohio
$3.28M
DWM
229
Denver Wealth Management
Colorado
$3.26M
ASN
230
Advisory Services Network
Georgia
$3.24M
TCFP
231
Treasure Coast Financial Planning
Florida
$3.22M
BlackRock
232
BlackRock
New York
$3.16M
MOS
233
MGO One Seven
Ohio
$3.16M
Bessemer Group
234
Bessemer Group
New Jersey
$3.15M
LA
235
Legacy Advisors
Pennsylvania
$3.12M
CWM
236
Connecticut Wealth Management
Connecticut
$3.12M
IWC
237
Integrated Wealth Concepts
Massachusetts
$3.11M
SCA
238
Snowden Capital Advisors
New York
$3.09M
WF
239
Welch & Forbes
Massachusetts
$3.07M
PI
240
PFG Investments
New York
$3.01M
CIC
241
Carnegie Investment Counsel
Ohio
$2.96M
NCM
242
Narwhal Capital Management
Georgia
$2.94M
BJL
243
Brighton Jones LLC
Washington
$2.93M
AIP
244
Ameritas Investment Partners
Nebraska
$2.93M
SFA
245
Sequoia Financial Advisors
Ohio
$2.9M
First Trust Advisors
246
First Trust Advisors
Illinois
$2.88M
WWM
247
Western Wealth Management
Colorado
$2.87M
SAM
248
Strategy Asset Managers
California
$2.85M
PAS
249
PKS Advisory Services
New York
$2.81M
PWP
250
Principle Wealth Partners
Connecticut
$2.79M