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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
LSA
376
Lansing Street Advisors
Pennsylvania
$1.42M -$1.35M -10,159 -49%
APP
377
Avantax Planning Partners
Iowa
$1.39M +$1.19K +9 +0.1%
DCM
378
Donaldson Capital Management
Indiana
$1.39M -$21K -158 -2%
DC
379
Destiny Capital
Colorado
$1.38M
PWP
380
Pursue Wealth Partners
California
$1.38M
BHWM
381
Bar Harbor Wealth Management
New Hampshire
$1.37M -$7.56K -57 -0.6%
PFPT
382
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.36M -$30.2K -228 -2%
PA
383
Pinnacle Associates
New York
$1.34M +$180K +1,356 +16%
V
384
VeraBank
Texas
$1.34M +$1.31M +9,900 New
ACI
385
Alpha Cubed Investments
California
$1.34M +$98.3K +741 +8%
SMA
386
Sage Mountain Advisors
Georgia
$1.33M -$29K -219 -2%
SPC
387
Sigma Planning Corp
Michigan
$1.32M +$663 +5 +0.1%
KeyBank National Association
388
KeyBank National Association
Ohio
$1.31M -$78K -588 -6%
PAM
389
Palisade Asset Management
Minnesota
$1.31M
AWP
390
Axis Wealth Partners
Rhode Island
$1.31M +$211K +1,591 +20%
WCM
391
Winebrenner Capital Management
Kentucky
$1.3M +$19.1K +144 +2%
AWG
392
Altus Wealth Group
Colorado
$1.3M +$8.49K +64 +0.7%
CIA
393
Compass Ion Advisors
Pennsylvania
$1.29M +$2.52K +19 +0.2%
DWM
394
Dakota Wealth Management
Florida
$1.29M
SFPG
395
Stonebridge Financial Planning Group
Florida
$1.29M +$796 +6 +0.1%
CCA
396
Conservest Capital Advisors
Pennsylvania
$1.28M -$18K -136 -1%
FA
397
Flagstar Advisors
New York
$1.28M -$79.4K -599 -6%
SF
398
Summit Financial
New Jersey
$1.28M -$19.1K -144 -2%
ATPW
399
Ashton Thomas Private Wealth
Arizona
$1.27M -$89.4K -674 -7%
GWM
400
Geneos Wealth Management
Colorado
$1.27M -$1.48M -11,149 -54%

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.