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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
HighTower Advisors
26
HighTower Advisors
Illinois
$65.5M -$1.99M -15,038 -3%
Stifel Financial
27
Stifel Financial
Missouri
$60.8M +$31.9M +240,532 +116%
MML Investors Services
28
MML Investors Services
Massachusetts
$56.5M +$1.14M +8,633 +2%
ERWM
29
Elk River Wealth Management
Colorado
$56.1M +$330K +2,487 +0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$52M +$523K +3,946 +1%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$51.6M +$6.58M +49,650 +15%
JSAM
32
J. Safra Asset Management
New York
$49M +$636K +4,796 +1%
Goldman Sachs
33
Goldman Sachs
New York
$46.3M -$607K -4,579 -1%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$38.9M -$10.8M -81,756 -22%
LW
35
Linscomb Wealth
Texas
$38.5M -$341K -2,571 -0.9%
CA
36
Clearstead Advisors
Ohio
$38M +$784K +5,914 +2%
MSA
37
Marino Stram & Associates
Massachusetts
$38M +$514K +3,873 +1%
MGIA
38
Moneta Group Investment Advisors
Missouri
$37.9M -$6.3M -47,486 -15%
NSLI
39
Nan Shan Life Insurance
Taiwan
$33.6M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$32.7M +$480K +3,621 +2%
WFM
41
Wolff Financial Management
Michigan
$32.3M +$632K +4,763 +2%
AssetMark Inc
42
AssetMark Inc
California
$32.3M -$667K -5,028 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$30.7M -$904K -6,819 -3%
Mariner
44
Mariner
Kansas
$29.2M +$1.34M +10,130 +5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28M -$574K -4,330 -2%
FAM
46
Flaharty Asset Management
Florida
$28M +$1.18M +8,908 +5%
BCI
47
Brinker Capital Investments
Pennsylvania
$27.9M -$54.5K -411 -0.2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$27.5M -$998K -7,528 -4%
SPIA
49
Steward Partners Investment Advisory
New York
$27.3M +$4.37M +32,919 +20%
KA
50
Klingman & Associates
New York
$26.5M -$901K -6,794 -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.