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State Street SPDR S&P Dividend ETF

1,235 hedge funds and large institutions have $9.73B invested in State Street SPDR S&P Dividend ETF in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 370 increasing their positions, 436 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $9.28B → $9.73B (+$443M)

0.46% more ownership

Funds ownership: 44.85%45.31% (+0.46%)

0% less funds holding

Funds holding: 1,2401,235 (-5)

11% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $11.5M

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

15% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 436

Holders
1,235
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
14.93%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.41%
New
76
Increased
370
Reduced
436
Closed
52
Calls
$10.2M
Puts
$11.5M
Net Calls
-$1.23M
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
276
TIAA-CREF Individual & Institutional Services
New York
$2.6M -$36.8K -247 -1%
AWM
277
Axxcess Wealth Management
California
$2.58M +$13K +87 +0.5%
FAM
278
Flaharty Asset Management
Florida
$2.58M -$27M -180,896 -92%
SMBT
279
Southern Michigan Bank & Trust
Michigan
$2.58M -$53.8K -361 -2%
FWCM
280
Ferguson Wellman Capital Management
Oregon
$2.57M +$200K +1,340 +9%
PCA
281
Purkiss Capital Advisors
Connecticut
$2.5M -$12.2K -82 -0.5%
SF
282
Summit Financial
New Jersey
$2.49M -$45.3K -304 -2%
OAM
283
Occidental Asset Management
California
$2.47M
BAM
284
Belpointe Asset Management
Nevada
$2.46M -$164K -1,100 -6%
MMPW
285
Mitchell McLeod Pugh & Williams
Alabama
$2.46M +$7.6K +51 +0.3%
TFS
286
truNorth Financial Services
Pennsylvania
$2.44M +$96.4K +647 +4%
Mirae Asset Global Investments
287
Mirae Asset Global Investments
South Korea
$2.42M +$268K +1,800 +13%
IFG
288
Independent Financial Group
California
$2.39M +$29.1K +195 +1%
First Trust Advisors
289
First Trust Advisors
Illinois
$2.39M +$34.7K +233 +2%
IP
290
Investment Partners
Ohio
$2.36M
RIA
291
Retirement Investment Advisors
Oklahoma
$2.36M -$36.6K -246 -2%
MA
292
Mutual Advisors
Nebraska
$2.36M -$18.8K -126 -0.8%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$2.36M +$1.45M +9,737 +170%
WPC
294
Wedmont Private Capital
Pennsylvania
$2.35M +$798K +5,358 +54%
CAM
295
Cozad Asset Management
Illinois
$2.32M +$149 +1 +0%
AL
296
Aspiriant LLC
California
$2.3M +$33.1K +222 +1%
FFN
297
Focus Financial Network
Minnesota
$2.29M +$65.7K +441 +3%
ES
298
Eagle Strategies
New York
$2.29M -$5.36K -36 -0.2%
PP
299
PDS Planning
Ohio
$2.28M -$35.5K -238 -2%
PAM
300
Peak Asset Management
Colorado
$2.23M -$3.87K -26 -0.2%

SDY Hedge Fund Activity: Q2 2026 in Review

1,235 of the 8,271 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2026, worth a combined $9.73B — up 4.8% from $9.28B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SDY positions and 52 closed out — a net gain of 24 holders — while 370 added to existing stakes and 436 trimmed.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $92.1M. The largest seller was Flaharty Asset Management, cutting an estimated $27M.

  • 1,235 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2026, down from 1,240 in Q1 2026.
  • Funds reported $9.73B of State Street SPDR S&P Dividend ETF stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 76 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2026 and 52 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2026 was Coldstream Capital Management, an estimated $92.1M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2026 was Flaharty Asset Management, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2026.