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State Street SPDR S&P Dividend ETF

1,179 hedge funds and large institutions have $8.79B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 353 increasing their positions, 435 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $3.53M

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

1% more funds holding

Funds holding: 1,1731,179 (+6)

0.4% more ownership

Funds ownership: 43.54%43.94% (+0.4%)

0% less capital invested

Capital invested by funds: $8.79B → $8.79B (-$2.59M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

19% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 435

Holders
1,179
Holders Change
+6
Holders Change %
+0.51%
% of All Funds
15.52%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.43%
New
77
Increased
353
Reduced
435
Closed
52
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
251
Roble Belko & Company
Pennsylvania
$2.87M +$288K +2,172 +11%
FNBT
252
FineMark National Bank & Trust
Florida
$2.87M -$245K -1,850 -8%
NCM
253
Narwhal Capital Management
Georgia
$2.85M
SAM
254
Strategy Asset Managers
California
$2.83M +$137K +1,036 +5%
AIP
255
Ameritas Investment Partners
Nebraska
$2.81M -$67.1K -506 -2%
BJL
256
Brighton Jones LLC
Washington
$2.8M +$265K +1,997 +11%
WWM
257
Western Wealth Management
Colorado
$2.73M -$40K -302 -1%
PD
258
Planning Directions
Pennsylvania
$2.72M -$170K -1,279 -6%
HWA
259
Hillcrest Wealth Advisors
New Jersey
$2.71M -$13.3K -100 -0.5%
PWP
260
Principle Wealth Partners
Connecticut
$2.7M +$259K +1,950 +11%
PAS
261
PKS Advisory Services
New York
$2.65M +$16.7K +126 +0.6%
SI
262
Stephens Inc
Arkansas
$2.65M -$369K -2,782 -12%
AAS
263
Ameritas Advisory Services
Nebraska
$2.63M -$2.95M -22,250 -53%
CWMGP
264
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.6M -$423K -3,191 -14%
NDSI
265
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$3.31K -25 -0.1%
MA
266
Montag & Associates
Georgia
$2.58M -$167K -1,263 -6%
ATC
267
Argent Trust Co
Tennessee
$2.55M
CL
268
Choreo LLC
Illinois
$2.52M -$126K -953 -5%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$2.48M +$2.42M +18,251 New
NEPWA
270
New England Private Wealth Advisors
Massachusetts
$2.47M +$3.58K +27 +0.2%
LOIM
271
Liberty One Investment Management
Illinois
$2.47M +$17.2K +130 +0.7%
VWA
272
Visionary Wealth Advisors
Illinois
$2.45M +$563K +4,247 +31%
S
273
Sachetta
Massachusetts
$2.42M +$1.72K +13 +0.1%
TCA
274
Transcend Capital Advisors
New Jersey
$2.42M -$2.18M -16,419 -48%
DAS
275
Dynamic Advisor Solutions
Arizona
$2.42M -$87.7K -661 -4%

SDY Hedge Fund Activity: Q2 2025 in Review

1,179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2025, worth a combined $8.79B — down 0.03% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SDY positions and 52 closed out — a net gain of 25 holders — while 353 added to existing stakes and 435 trimmed.

The largest buyer was LPL Financial, adding an estimated $33M. The largest seller was Royal Bank of Canada, cutting an estimated $24.1M.

  • 1,179 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2025, up from 1,173 in Q1 2025.
  • Funds reported $8.79B of State Street SPDR S&P Dividend ETF stock for Q2 2025, down 0.03% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2025 and 52 closed out, a net change of +25 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $33M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2025.