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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
PPW
526
Parcion Private Wealth
Washington
$762K -$292K -2,205 -28%
MAM
527
MWA Asset Management
Massachusetts
$759K +$7.03K +53 +1%
NWA
528
Navis Wealth Advisors
New York
$752K -$132K -998 -15%
SI
529
Saxon Interests
Texas
$751K
AC
530
Addison Capital
Pennsylvania
$749K -$31.7K -239 -4%
APA
531
Astoria Portfolio Advisors
New York
$748K +$132K +993 +23%
GC
532
Grimes & Company
Massachusetts
$746K +$4.11K +31 +0.6%
BFA
533
Beaumont Financial Advisors
Massachusetts
$742K +$9.02K +68 +1%
GLA
534
Good Life Advisors
Pennsylvania
$738K -$16.6K -125 -2%
CFP
535
Cascade Financial Partners
California
$733K -$10.7K -81 -1%
AI
536
Accredited Investors
Minnesota
$732K +$65K +490 +10%
RWM
537
Ritholtz Wealth Management
New York
$731K +$62.7K +473 +10%
JWBC
538
J.W. Burns & Co
New York
$720K -$5.17K -39 -0.7%
CGPCS
539
Capital Group Private Client Services
California
$714K +$2.65K +20 +0.4%
MWM
540
Meridian Wealth Management
Kentucky
$711K -$47.7K -360 -6%
NCM
541
Noesis Capital Mangement
Florida
$706K -$343K -2,586 -33%
LIA
542
LS Investment Advisors
Michigan
$706K
AWM
543
Atticus Wealth Management
Florida
$704K
PCA
544
Purkiss Capital Advisors
Connecticut
$704K -$42.8K -323 -6%
CA
545
Cambridge Advisors
Nebraska
$698K
SFG
546
SevenBridge Financial Group
Pennsylvania
$692K -$86.1K -649 -12%
Citadel Advisors
547
Citadel Advisors
Florida
$691K -$233K -1,757 -26%
ODIJL
548
One Day In July LLC
Vermont
$689K -$245K -1,850 -27%
PFM
549
Phillips Financial Management
Indiana
$687K
CWMGO
550
Capstone Wealth Management Group (Oregon)
Oregon
$686K +$30.5K +230 +5%

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.