SDY icon

State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
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
ZIC
601
ZWJ Investment Counsel
Georgia
$577K
EIP
602
Ellis Investment Partners
Pennsylvania
$572K
SPI
603
Sutton Place Investors
New York
$572K
JCM
604
Jacobi Capital Management
Pennsylvania
$571K
AFG
605
Atomi Financial Group
New York
$571K
HFP
606
Holistic Financial Partners
Indiana
$568K
FNT
607
First National Trust
Pennsylvania
$567K
GSIAS
608
Garden State Investment Advisory Services
New Jersey
$564K
MLA
609
My Legacy Advisors
Oregon
$563K
BDFN
610
Bond & Devick Financial Network
Minnesota
$558K
IA
611
IFP Advisors
Florida
$553K
FWP
612
FAS Wealth Partners
Kansas
$552K
MAA
613
Matrix Asset Advisors
New York
$551K
CF
614
Centaurus Financial
California
$548K
KFI
615
Key Financial Inc
Pennsylvania
$547K
BBWP
616
Beacon Bridge Wealth Partners
Pennsylvania
$546K
IGGA
617
Iron Gate Global Advisors
Utah
$543K
HSA
618
HBK Sorce Advisory
Pennsylvania
$540K
BTI
619
Blue Trust Inc
Georgia
$540K
ORC
620
O'Rourke & Company
Massachusetts
$540K
GTAM
621
Global Trust Asset Management
Florida
$537K
HAP
622
Harbor Asset Planning
Massachusetts
$532K
ADL
623
Asset Dedication LLC
California
$528K
YIA
624
YHB Investment Advisors
Connecticut
$525K
GFPC
625
Global Financial Private Client
Florida
$523K