SDY icon

State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more funds holding

Funds holding:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
251
Ameritas Investment Partners
Nebraska
$2.91M
CL
252
Choreo LLC
Illinois
$2.87M
FNBT
253
FineMark National Bank & Trust
Florida
$2.77M
ATC
254
Argent Trust Co
Tennessee
$2.77M
HWA
255
Hillcrest Wealth Advisors
New Jersey
$2.73M
RBC
256
Roble Belko & Company
Pennsylvania
$2.72M
SMAM
257
Sugar Maple Asset Management
Wisconsin
$2.65M
SAI
258
Savvy Advisors Inc
New York
$2.64M
PAS
259
PKS Advisory Services
New York
$2.62M
FFA
260
Farther Finance Advisors
California
$2.58M
MA
261
Montag & Associates
Georgia
$2.57M
PSP
262
Principal Street Partners
Tennessee
$2.52M
PD
263
Planning Directions
Pennsylvania
$2.5M
NEPWA
264
New England Private Wealth Advisors
Massachusetts
$2.5M
CWMGP
265
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.5M
HCA
266
Harbour Capital Advisors
Virginia
$2.49M
VWA
267
Visionary Wealth Advisors
Illinois
$2.46M
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$2.46M
BAM
269
Belpointe Asset Management
Nevada
$2.46M
MMPW
270
Mitchell McLeod Pugh & Williams
Alabama
$2.42M
PAS
271
Park Avenue Securities
New York
$2.4M
Financial Engines Advisors
272
Financial Engines Advisors
California
$2.36M
AAP
273
Arax Advisory Partners
Colorado
$2.31M
MA
274
Mutual Advisors
Nebraska
$2.31M
PCA
275
Purkiss Capital Advisors
Connecticut
$2.29M