SDY icon

SPDR S&P Dividend ETF

1,160 hedge funds and large institutions have $8.74B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 428 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $8.75B → $8.74B (-$12.1M)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 428

Holders
1,160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
526
Good Life Advisors
Pennsylvania
$738K
CFP
527
Cascade Financial Partners
California
$733K
AI
528
Accredited Investors
Minnesota
$732K
RWM
529
Ritholtz Wealth Management
New York
$731K
JWBC
530
J.W. Burns & Co
New York
$720K
CGPCS
531
Capital Group Private Client Services
California
$714K
MWM
532
Meridian Wealth Management
Kentucky
$711K
NCM
533
Noesis Capital Mangement
Florida
$706K
LIA
534
LS Investment Advisors
Michigan
$706K
AWM
535
Atticus Wealth Management
Florida
$704K
PCA
536
Purkiss Capital Advisors
Connecticut
$704K
CA
537
Cambridge Advisors
Nebraska
$698K
SFG
538
SevenBridge Financial Group
Pennsylvania
$692K
Citadel Advisors
539
Citadel Advisors
Florida
$691K
ODIJL
540
One Day In July LLC
Vermont
$689K
PFM
541
Phillips Financial Management
Indiana
$687K
CWMGO
542
Capstone Wealth Management Group (Oregon)
Oregon
$686K
TSWM
543
Triangle Securities Wealth Management
North Carolina
$683K
HBW
544
Hazlett, Burt & Watson
West Virginia
$682K
OFS
545
OneAscent Financial Services
Alabama
$675K
MG
546
Mather Group
Illinois
$673K
IA
547
Intellus Advisors
Florida
$672K
ACM
548
AlphaStar Capital Management
North Carolina
$669K
Neuberger Berman Group
549
Neuberger Berman Group
New York
$665K
MWM
550
Modera Wealth Management
New Jersey
$663K