SDY icon

SPDR S&P Dividend ETF

1,160 hedge funds and large institutions have $8.74B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 428 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $8.75B → $8.74B (-$12.1M)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 428

Holders
1,160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$1.55M
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$1.55M
CW
353
Cooksen Wealth
Texas
$1.54M
HI
354
Harbour Investments
Wisconsin
$1.54M
TCM
355
Tufton Capital Management
Maryland
$1.52M
R
356
Rebalance
California
$1.51M
TCOV
357
Trust Company of Vermont
Vermont
$1.5M
DWP
358
Daymark Wealth Partners
Ohio
$1.49M
GI
359
GLOBALT Investments
Georgia
$1.48M
CCA
360
Cadent Capital Advisors
Oklahoma
$1.48M
CSP
361
Cary Street Partners
Virginia
$1.47M
MWM
362
McNaughton Wealth Management
California
$1.47M
IFA
363
Index Fund Advisors
California
$1.46M
SCTC
364
Sanibel Captiva Trust Company
Florida
$1.46M
CAG
365
Csenge Advisory Group
Florida
$1.45M
JWM
366
Jeppson Wealth Management
California
$1.44M
AA
367
Ancora Advisors
Ohio
$1.43M
HC
368
Hourglass Capital
Texas
$1.43M
TWP
369
Tyche Wealth Partners
Texas
$1.43M
FFM
370
Forum Financial Management
Illinois
$1.43M
SB
371
Strategic Blueprint
Georgia
$1.42M
LSA
372
Lansing Street Advisors
Pennsylvania
$1.42M
APP
373
Avantax Planning Partners
Iowa
$1.39M
DCM
374
Donaldson Capital Management
Indiana
$1.39M
DC
375
Destiny Capital
Colorado
$1.38M