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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
MLFP
401
MPS Loria Financial Planners
Illinois
$1.27M -$112K -846 -8%
SW
402
SlateStone Wealth
Florida
$1.26M -$101K -763 -8%
RIA
403
Richwood Investment Advisors
Ohio
$1.25M -$2.65K -20 -0.2%
CAL
404
Capital Analysts LLC
Pennsylvania
$1.25M +$37.1K +280 +3%
VCA
405
Verdence Capital Advisors
Maryland
$1.25M -$23.5K -177 -2%
HWM
406
Howard Wealth Management
Connecticut
$1.25M -$12.5K -94 -1%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$44.6K +336 +4%
PCA
408
Pallas Capital Advisors
Massachusetts
$1.25M +$19K +143 +2%
CAI
409
Capital Advisors Inc
Oklahoma
$1.25M -$46.4K -350 -4%
STA
410
Summit Trail Advisors
New York
$1.24M
WF
411
Warner Financial
Maryland
$1.24M -$65K -490 -5%
SMC
412
Smith, Moore & Co
Missouri
$1.24M -$75.9K -572 -6%
HTIM
413
Harbour Trust & Investment Management
Indiana
$1.24M -$17.2K -130 -1%
PIMG
414
Patriot Investment Management Group
Tennessee
$1.23M +$265 +2 +0%
BRWA
415
B. Riley Wealth Advisors
Florida
$1.22M +$1.2M +9,021 New
WP
416
Westmount Partners
California
$1.22M +$3.98K +30 +0.3%
CT
417
Coastline Trust
Rhode Island
$1.22M
PSF
418
Pacific Sun Financial
California
$1.22M -$52.4K -395 -4%
HNWAG
419
High Net Worth Advisory Group
Florida
$1.21M +$1.06K +8 +0.1%
VA
420
VestGen Advisors
Illinois
$1.21M
SFG
421
Seamount Financial Group
Colorado
$1.2M +$125K +940 +12%
BCFS
422
Butensky & Cohen Financial Security
Florida
$1.2M +$45.2K +341 +4%
WCG
423
Weaver Consulting Group
California
$1.19M +$69K +520 +6%
BFC
424
Blue Fin Capital
Rhode Island
$1.18M -$17.5K -132 -1%
FFP
425
Freedom Financial Partners
Minnesota
$1.18M +$6.5K +49 +0.6%

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.