We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

1,234 hedge funds and large institutions have $9.15B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 418 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 45

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

15% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $7.38M

5% more funds holding

Funds holding: 1,1711,234 (+63)

2% more ownership

Funds ownership: 43.88%45.89% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$216M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,234
Holders Change
+63
Holders Change %
+5.38%
% of All Funds
15.02%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.45%
New
137
Increased
355
Reduced
418
Closed
45
Calls
$8.52M
Puts
$7.38M
Net Calls
+$1.14M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
576
Systematic Alpha Investments
New Jersey
$668K
KWM
577
Kaydan Wealth Management
Michigan
$667K +$1.39K +10 +0.2%
MWM
578
Meridian Wealth Management
Kentucky
$666K -$62.1K -446 -9%
SB
579
Strategic Blueprint
Georgia
$663K -$802K -5,767 -55%
SMC
580
Smith, Moore & Co
Missouri
$662K -$158K -1,136 -19%
HCM
581
Hilton Capital Management
New York
$661K
RPC
582
Rossmore Private Capital
Connecticut
$660K +$34.8K +250 +6%
DI
583
Disciplined Investments
Oklahoma
$648K
CCWM
584
Cassaday & Co Wealth Management
Virginia
$645K
ST
585
Sageworth Trust
Pennsylvania
$645K
RA
586
RFG Advisory
Alabama
$643K -$70.7K -508 -10%
EFG
587
Ehrlich Financial Group
California
$639K -$15.3K -110 -2%
EFG
588
Everhart Financial Group
Ohio
$638K
IAIM
589
International Assets Investment Management
Florida
$636K -$274K -1,966 -30%
BFA
590
Beaumont Financial Advisors
Massachusetts
$635K -$5.57K -40 -0.9%
VA
591
Vident Advisory
Georgia
$635K -$12.4K -89 -2%
ALC
592
Alexander Labrunerie & Co
Missouri
$632K
7WCP
593
71 West Capital Partners
Massachusetts
$631K +$631K +4,536 New
WPC
594
Wedmont Private Capital
Pennsylvania
$628K +$3.62K +26 +0.6%
LNWTC
595
Laird Norton Wetherby Trust Company
Washington
$628K +$628K +4,512 New
VFA
596
Valeo Financial Advisors
Indiana
$623K -$311K -2,234 -33%
WCM
597
WealthBridge Capital Management
Ohio
$622K +$34.8K +250 +6%
CAAS
598
Capital Asset Advisory Services
Michigan
$622K +$2.78K +20 +0.5%
ACA
599
Alpha Capital Advisors
Maine
$621K +$598K +4,299 New
IAG
600
Investment Advisory Group
Massachusetts
$621K