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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
PAM
301
Peak Asset Management
Colorado
$2.03M +$11.4K +86 +0.6%
ECM
302
Evergreen Capital Management
Washington
$2.01M +$26.5K +200 +1%
AWM
303
Aberdeen Wealth Management
Illinois
$2.01M +$398 +3 +0%
WSFS
304
Wilmington Savings Fund Society
Delaware
$2M +$663 +5 +0%
SWM
305
Spire Wealth Management
Virginia
$1.98M -$48.3K -364 -2%
CAGAS
306
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$3.98K -30 -0.2%
AQR Capital Management
307
AQR Capital Management
Connecticut
$1.97M +$877K +6,611 +83%
IAN
308
Integrated Advisors Network
Texas
$1.97M -$4.24K -32 -0.2%
DW30
309
Drucker Wealth 3.0
New Jersey
$1.97M -$82.2K -620 -4%
AG
310
Ascent Group
Virginia
$1.97M -$3.71K -28 -0.2%
IFG
311
Independent Financial Group
California
$1.97M +$450K +3,395 +31%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$1.97M -$1.15M -8,652 -37%
LRWA
313
Long Run Wealth Advisors
New York
$1.93M -$26.1K -197 -1%
USB
314
Union Savings Bank
Connecticut
$1.92M -$82K -618 -4%
ZF
315
Zhang Financial
Michigan
$1.92M -$352K -2,655 -16%
OIA
316
OneDigital Investment Advisors
Kansas
$1.92M -$25.5K -192 -1%
Vanguard Group
317
Vanguard Group
Pennsylvania
$1.91M +$92.8K +700 +5%
HFA
318
High Falls Advisors
New York
$1.9M +$1.19K +9 +0.1%
EIG
319
Ellenbecker Investment Group
Wisconsin
$1.88M -$13.4K -101 -0.7%
PS
320
Principal Securities
Iowa
$1.87M +$10.3K +78 +0.6%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$1.87M +$316K +2,381 +21%
AAP
322
Arax Advisory Partners
Colorado
$1.86M +$1.71M +12,907 +1,603%
MSWM
323
McGlone Suttner Wealth Management
Wisconsin
$1.85M -$35.4K -267 -2%
VA
324
Valmark Advisers
Ohio
$1.85M -$16K -121 -0.9%
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$1.83M -$204K -1,537 -10%

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.