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
FFN
276
Focus Financial Network
Minnesota
$2.26M
S
277
Sachetta
Massachusetts
$2.26M
AWM
278
Apollon Wealth Management
South Carolina
$2.26M
OAM
279
Occidental Asset Management
California
$2.26M
TAM
280
Tocqueville Asset Management
New York
$2.25M
ECM
281
Evergreen Capital Management
Washington
$2.24M
CAM
282
Cozad Asset Management
Illinois
$2.18M
SF
283
Summit Financial
New Jersey
$2.18M
MAM
284
Madison Asset Management
Wisconsin
$2.18M
FWCM
285
Ferguson Wellman Capital Management
Oregon
$2.16M
TPWA
286
TRUE Private Wealth Advisors
Oregon
$2.16M
IP
287
Investment Partners
Ohio
$2.16M
RIA
288
Retirement Investment Advisors
Oklahoma
$2.15M
PP
289
PDS Planning
Ohio
$2.12M
GRP
290
Global Retirement Partners
California
$2.11M
OIA
291
OneDigital Investment Advisors
Kansas
$2.11M
TFS
292
truNorth Financial Services
Pennsylvania
$2.1M
EIG
293
Ellenbecker Investment Group
Wisconsin
$2.09M
TIAA Trust, National Association
294
TIAA Trust, National Association
North Carolina
$2.06M
AWM
295
Aberdeen Wealth Management
Illinois
$2.06M
PAM
296
Peak Asset Management
Colorado
$2.05M
CSP
297
Cary Street Partners
Virginia
$2.05M
ES
298
Eagle Strategies
New York
$2.04M
AL
299
Aspiriant LLC
California
$2.03M
TCA
300
Transcend Capital Advisors
New Jersey
$2.02M