SDY icon

State Street SPDR S&P Dividend ETF

1,169 hedge funds and large institutions have $8.78B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 434 reducing their positions, and 52 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: $8.78B → $8.78B (-$2.29M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 434

Holders
1,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
OFS
551
OneAscent Financial Services
Alabama
$675K
MG
552
Mather Group
Illinois
$673K
IA
553
Intellus Advisors
Florida
$672K
ACM
554
AlphaStar Capital Management
North Carolina
$669K
Neuberger Berman Group
555
Neuberger Berman Group
New York
$665K
MWM
556
Modera Wealth Management
New Jersey
$663K
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$662K
PTC
558
Private Trust Company
Ohio
$660K
SAI
559
Systematic Alpha Investments
New Jersey
$652K
KWM
560
Kaydan Wealth Management
Michigan
$650K
AA
561
Ashford Advisors
New York
$649K
EFG
562
Ehrlich Financial Group
California
$643K
GKWIM
563
Gerber Kawasaki Wealth & Investment Management
California
$642K
YIH
564
Y-Intercept (HK)
Hong Kong
$641K
WS
565
Wedbush Securities
California
$640K
EFG
566
Everhart Financial Group
Ohio
$640K
SG
567
StoneX Group
New York
$633K
DI
568
Disciplined Investments
Oklahoma
$632K
VA
569
Vident Advisory
Georgia
$631K
ST
570
Sageworth Trust
Pennsylvania
$630K
CCWM
571
Cassaday & Co Wealth Management
Virginia
$629K
KA
572
Kovack Advisors
Florida
$627K
LA
573
LexAurum Advisors
Kansas
$627K
KL
574
KWMG LLC
Kansas
$627K
BI
575
Berkeley Inc
Idaho
$625K