SDY icon

State Street SPDR S&P Dividend ETF

1,154 hedge funds and large institutions have $8.93B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 333 increasing their positions, 432 reducing their positions, and 65 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1691,154 (-15)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

23% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 432

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.29M
Puts
$4.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
576
Robertson Stephens Wealth Management
California
$629K
VWM
577
Venturi Wealth Management
Texas
$626K
IAG
578
Investment Advisory Group
Massachusetts
$625K
SA
579
SRH Advisors
Kansas
$625K
MCP
580
Martin Capital Partners
Oregon
$624K
WPC
581
Wedmont Private Capital
Pennsylvania
$623K
HCM
582
Hengehold Capital Management
Ohio
$621K
BI
583
Berkeley Inc
Idaho
$620K
IA
584
IFP Advisors
Florida
$616K
CAAS
585
Capital Asset Advisory Services
Michigan
$610K
SPA
586
Sentinel Pension Advisors
Massachusetts
$605K
UPS
587
UHLMANN PRICE SECURITIES
Illinois
$599K
MSWMA
588
Market Street Wealth Management Advisors
Indiana
$599K
AWM
589
AE Wealth Management
Kansas
$599K
CBB
590
Citizens Business Bank
California
$598K
BBWP
591
Beacon Bridge Wealth Partners
Pennsylvania
$596K
ZIC
592
ZWJ Investment Counsel
Georgia
$595K
CFB
593
Cullen/Frost Bankers
Texas
$592K
WCM
594
WealthBridge Capital Management
Ohio
$591K
SPI
595
Sutton Place Investors
New York
$591K
BDFN
596
Bond & Devick Financial Network
Minnesota
$589K
EIP
597
Ellis Investment Partners
Pennsylvania
$588K
Koshinski Asset Management
598
Koshinski Asset Management
Illinois
$587K
AFG
599
Atomi Financial Group
New York
$587K
MTIC
600
Missouri Trust & Investment Company
Missouri
$583K