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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
RG
426
Rathbones Group
United Kingdom
$1.18M
PVAMC
427
PPS&V Asset Management Consultants
Michigan
$1.16M
APIM
428
Agate Pass Investment Management
Washington
$1.16M -$1.33K -10 -0.1%
OCM
429
One Capital Management
California
$1.15M +$12.6K +95 +1%
BOJHT
430
Bank of Jackson Hole Trust
Wyoming
$1.15M +$168K +1,264 +18%
FMN
431
Financial Management Network
California
$1.14M -$1.46K -11 -0.1%
CCM
432
Canal Capital Management
Virginia
$1.13M +$570K +4,300 +107%
FTS
433
Fifth Third Securities
Ohio
$1.12M -$379K -2,859 -26%
KOC
434
Koss-Olinger Consulting
Florida
$1.12M -$204K -1,538 -16%
GSWM
435
Golden State Wealth Management
California
$1.11M -$6.23K -47 -0.6%
SSWG
436
Seven Springs Wealth Group
Tennessee
$1.11M
MCCP
437
Mission Creek Capital Partners
California
$1.11M +$1.06K +8 +0.1%
HH
438
Hilltop Holdings
Texas
$1.1M +$24.8K +187 +2%
ASBI
439
American State Bank (Iowa)
Iowa
$1.09M +$13.3K +100 +1%
AG
440
AlTi Global
New York
$1.09M
SFB
441
STAR Financial Bank
Indiana
$1.08M +$240K +1,807 +30%
LFAS
442
Level Four Advisory Services
Texas
$1.07M -$138K -1,042 -12%
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$1.07M -$14.5K -109 -1%
TNB
444
Thomasville National Bank
Georgia
$1.07M -$1.31M -9,900 -56%
BDF
445
Black Diamond Financial
Maryland
$1.07M -$3.9M -29,415 -79%
TRCT
446
Tower Research Capital (TRC)
New York
$1.06M +$1.02M +7,714 +7,013%
CPW
447
Cove Private Wealth
New York
$1.06M +$90.2K +680 +10%
KTC
448
Kentucky Trust Company
Kentucky
$1.06M -$57K -430 -5%
DT
449
Diversified Trust
Tennessee
$1.06M -$220K -1,659 -18%
MC
450
Mathes Company
New York
$1.05M

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.