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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
IAN
326
Integrated Advisors Network
Texas
$1.89M
CMP
327
Coston McIsaac & Partners
Maine
$1.89M -$4.62K -31 -0.2%
USB
328
Union Savings Bank
Connecticut
$1.88M
PWM
329
Pines Wealth Management
North Carolina
$1.88M -$337K -2,264 -16%
HCM
330
Hollencrest Capital Management
California
$1.87M +$149 +1 +0%
VA
331
VestGen Advisors
Illinois
$1.84M -$1.33M -8,938 -43%
TPWA
332
TRUE Private Wealth Advisors
Oregon
$1.84M -$97.9K -657 -5%
DW30
333
Drucker Wealth 3.0
New Jersey
$1.83M -$8.19K -55 -0.5%
AWM
334
Apollon Wealth Management
South Carolina
$1.83M -$204K -1,372 -10%
GT
335
GreatBanc Trust
Illinois
$1.82M
SG
336
StoneX Group
New York
$1.82M +$695K +4,662 +63%
R
337
Rebalance
California
$1.79M +$14.5K +97 +0.8%
PMG
338
ProVise Management Group
Florida
$1.78M -$313K -2,103 -15%
FFP
339
Forbes Financial Planning
Rhode Island
$1.78M -$7.45K -50 -0.4%
OIA
340
OneDigital Investment Advisors
Kansas
$1.77M -$75.5K -507 -4%
Vanguard National Trust
341
Vanguard National Trust
Pennsylvania
$1.77M
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$108K -722 -6%
BO
343
Bank OZK
Arkansas
$1.75M
WPC
344
White Pine Capital
Minnesota
$1.74M +$7.75K +52 +0.5%
MBTD
345
Mechanics Bank - Trust Department
California
$1.74M -$198K -1,331 -10%
DWP
346
Daymark Wealth Partners
Ohio
$1.73M +$1.19K +8 +0.1%
WWA
347
WCG Wealth Advisors
Nevada
$1.7M -$296K -1,984 -15%
NDSI
348
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M -$369K -2,477 -18%
BFG
349
Bouchey Financial Group
New York
$1.67M -$149K -1,000 -8%
AP
350
Aspect Partners
Virginia
$1.67M -$5.36K -36 -0.3%

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.