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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
IA
351
IFG Advisory
Georgia
$1.67M +$1.64M +10,988 New
HTC
352
Haverford Trust Company
Pennsylvania
$1.67M -$224K -1,502 -12%
HCA
353
Hardworking Capital Advisors
California
$1.66M -$20.3K -136 -1%
WPW
354
Waldron Private Wealth
Pennsylvania
$1.65M
AIP
355
Almanack Investment Partners
Pennsylvania
$1.64M +$1.61M +10,789 New
SCTC
356
Sanibel Captiva Trust Company
Florida
$1.63M -$13.9K -93 -0.9%
TCM
357
Tufton Capital Management
Maryland
$1.63M -$97.6K -655 -6%
PCA
358
Pallas Capital Advisors
Massachusetts
$1.63M +$447 +3 +0%
MBI
359
May Barnhard Investments
Maryland
$1.62M +$1.49K +10 +0.1%
IRC
360
Investors Research Corp
Georgia
$1.62M -$94.6K -635 -6%
AA
361
Ancora Advisors
Ohio
$1.62M +$1.94K +13 +0.1%
EWA
362
EverSource Wealth Advisors
Alabama
$1.61M -$57.5K -386 -4%
IA
363
Integrity Alliance
Iowa
$1.6M +$51.4K +345 +3%
CWMGP
364
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.6M +$4.92K +33 +0.3%
VCA
365
Verdence Capital Advisors
Maryland
$1.6M +$122K +819 +8%
TCOV
366
Trust Company of Vermont
Vermont
$1.59M +$1.56M +10,449 New
CCA
367
Collaborative Capital Advisors
New York
$1.59M +$1.55M +10,421 New
APP
368
Avantax Planning Partners
Iowa
$1.58M +$41.6K +279 +3%
PS
369
Principal Securities
Iowa
$1.57M -$270K -1,811 -15%
STA
370
Summit Trail Advisors
New York
$1.55M +$158K +1,063 +12%
BHWM
371
Bar Harbor Wealth Management
New Hampshire
$1.53M -$1.49K -10 -0.1%
MWM
372
McNaughton Wealth Management
California
$1.53M -$16.5K -111 -1%
YIH
373
Y-Intercept (HK)
Hong Kong
$1.5M -$58K -389 -4%
SW
374
SVB Wealth
Massachusetts
$1.5M -$25.6K -172 -2%
DAS
375
Dynamic Advisor Solutions
Arizona
$1.5M -$621K -4,165 -30%

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.