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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
ANTB
451
AMG National Trust Bank
Colorado
$1.05M -$88.9K -670 -8%
AWM
452
Axxcess Wealth Management
California
$1.04M -$16.6K -125 -2%
IA
453
Integrity Alliance
Iowa
$1.04M -$350K -2,641 -26%
USCWA
454
U.S. Capital Wealth Advisors
Texas
$1.04M -$175K -1,320 -15%
RWP
455
RWA Wealth Partners
Massachusetts
$1.04M -$33.2K -250 -3%
MMPW
456
Mitchell McLeod Pugh & Williams
Alabama
$1.03M -$7.96K -60 -0.8%
CWM
457
Calamos Wealth Management
Illinois
$1.02M +$175K +1,321 +21%
MC
458
Moors & Cabot
Massachusetts
$990K +$127K +958 +15%
MA
459
MAS Advisors
Florida
$990K +$46.8K +353 +5%
BPWM
460
BCS Private Wealth Management
New Jersey
$989K +$967K +7,290 New
AIFAIM
461
American Institute for Advanced Investment Management
Arizona
$975K
CCM
462
Cambridge Capital Management
Illinois
$972K -$122K -923 -11%
CFMC
463
Curbstone Financial Management Corp
New Hampshire
$970K -$86.2K -650 -8%
BFPW
464
BOK Financial Private Wealth
Colorado
$961K -$64.2K -484 -6%
OBWP
465
O'Brien Wealth Partners
Massachusetts
$958K +$4.91K +37 +0.5%
NG
466
Norden Group
Utah
$955K
FWM
467
Forza Wealth Management
Florida
$950K +$928K +7,000 New
AAG
468
Armstrong Advisory Group
Massachusetts
$940K -$73.7K -556 -7%
CW
469
CreativeOne Wealth
Kansas
$938K +$124K +932 +16%
GIM
470
Glenmede Investment Management
Pennsylvania
$935K +$914K +6,892 New
AFP
471
Ausdal Financial Partners
Iowa
$931K -$10.2K -77 -1%
NFC
472
Northeast Financial Consultants
Connecticut
$928K -$326K -2,455 -26%
Fifth Third Bancorp
473
Fifth Third Bancorp
Ohio
$922K -$11.8K -89 -1%
RWB
474
RMR Wealth Builders
New Jersey
$918K +$6.23K +47 +0.7%
IF
475
Intrua Financial
Texas
$916K +$22.1K +167 +3%

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.