SDY icon

State Street SPDR S&P Dividend ETF

1,216 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 353 increasing their positions, 418 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more funds holding

Funds holding:

1.93% more ownership

Funds ownership: 43.87%45.79% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Payne Capital Management
New York
$790K
ICP
527
Interchange Capital Partners
Pennsylvania
$787K
ATPW
528
Ashton Thomas Private Wealth
Arizona
$786K
GPA
529
Garrison Point Advisors
California
$785K
TFG
530
Taylor Financial Group
Virginia
$782K
GEA
531
Glen Eagle Advisors
New Jersey
$770K
UBG
532
United Bank (Georgia)
Georgia
$765K
MC
533
Moors & Cabot
Massachusetts
$761K
RWM
534
Ritholtz Wealth Management
New York
$760K
CWMGO
535
Capstone Wealth Management Group (Oregon)
Oregon
$756K
SI
536
Saxon Interests
Texas
$755K
MAM
537
MWA Asset Management
Massachusetts
$755K
MA
538
MKT Advisors
California
$752K
ONB
539
Old National Bancorp
Indiana
$752K
SFG
540
SevenBridge Financial Group
Pennsylvania
$742K
CFP
541
Cascade Financial Partners
California
$741K
DI
542
Decision Investments
California
$730K
KFAS
543
Keating Financial Advisory Services
Kansas
$724K
EPAM
544
Evelyn Partners Asset Management
$724K
SCA
545
Sandy Cove Advisors
Massachusetts
$723K
AWM
546
Atticus Wealth Management
Florida
$722K
NW
547
NewEdge Wealth
Pennsylvania
$720K
SYBT
548
Stock Yards Bank & Trust
Kentucky
$719K
TI
549
Truepoint Inc
Ohio
$719K
OCM
550
One Capital Management
California
$714K