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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
KWM
476
Kingsview Wealth Management
Oregon
$914K +$6.37K +48 +0.7%
CAC
477
Certified Advisory Corp
Florida
$914K +$2.65K +20 +0.3%
VFA
478
Valeo Financial Advisors
Indiana
$908K +$328K +2,474 +59%
TFS
479
Thoroughbred Financial Services
Tennessee
$904K -$220K -1,658 -20%
HWA
480
HHM Wealth Advisors
Tennessee
$892K
IAIM
481
International Assets Investment Management
Florida
$888K -$442K -3,334 -34%
AWA
482
Arete Wealth Advisors
Illinois
$887K -$26.1K -197 -3%
BFS
483
Bradley Foster & Sargent
Connecticut
$885K +$118K +887 +16%
LSIA
484
LaSalle St. Investment Advisors
Illinois
$882K -$28.4K -214 -3%
FAIM
485
Financial Advocates Investment Management
Washington
$879K -$9.26M -69,846 -92%
GWM
486
Greenhouse Wealth Management
Connecticut
$874K +$487K +3,669 +132%
NW
487
NewEdge Wealth
Pennsylvania
$874K +$111K +837 +15%
PBO
488
Peoples Bank (Ohio)
Ohio
$869K +$12.7K +96 +2%
SHFA
489
SC&H Financial Advisors
Maryland
$868K -$92.8K -700 -10%
RA
490
RFG Advisory
Alabama
$860K -$88.2K -665 -9%
EWM
491
Empirical Wealth Management
Washington
$858K
SWA
492
Stratos Wealth Advisors
Ohio
$857K +$3.31K +25 +0.4%
MA
493
MKT Advisors
California
$856K +$2.39K +18 +0.3%
FFA
494
Farther Finance Advisors
California
$843K -$33.7K -254 -4%
FT
495
Fiduciary Trust
Massachusetts
$835K +$94.2K +710 +13%
LSPW
496
Lake Street Private Wealth
Illinois
$835K +$133 +1 +0%
EW
497
Evoke Wealth
California
$835K +$527K +3,973 +182%
JWA
498
JFS Wealth Advisors
Pennsylvania
$831K -$2.39K -18 -0.3%
SB
499
Semitam Bonam
New York
$827K +$808K +6,090 New
HFS
500
Heritage Financial Services
Massachusetts
$826K +$9.28K +70 +1%

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.