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State Street SPDR S&P Dividend ETF

1,179 hedge funds and large institutions have $8.79B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 353 increasing their positions, 435 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $3.53M

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

1% more funds holding

Funds holding: 1,1731,179 (+6)

0.4% more ownership

Funds ownership: 43.54%43.94% (+0.4%)

0% less capital invested

Capital invested by funds: $8.79B → $8.79B (-$2.59M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

19% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 435

Holders
1,179
Holders Change
+6
Holders Change %
+0.51%
% of All Funds
15.52%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.43%
New
77
Increased
353
Reduced
435
Closed
52
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
626
Harbor Asset Planning
Massachusetts
$532K +$519K +3,917 New
ADL
627
Asset Dedication LLC
California
$528K +$1.59K +12 +0.3%
YIA
628
YHB Investment Advisors
Connecticut
$525K -$14.6K -110 -3%
GFPC
629
Global Financial Private Client
Florida
$523K
SFS
630
Sowell Financial Services
Arkansas
$521K -$75.7K -571 -13%
GPW
631
Genesis Private Wealth
Virginia
$521K -$60.6K -457 -11%
PFP
632
Paragon Financial Partners
California
$520K +$1.46K +11 +0.3%
CCA
633
Childress Capital Advisors
Texas
$519K -$49.1K -370 -9%
MFG
634
Magnus Financial Group
New York
$516K -$10.6K -80 -2%
SWM
635
SeaCrest Wealth Management
New York
$513K -$170K -1,285 -25%
MFA
636
Mayflower Financial Advisors
Massachusetts
$511K -$19.6K -148 -4%
MA
637
MCF Advisors
Kentucky
$511K
UPS
638
UHLMANN PRICE SECURITIES
Illinois
$511K -$173K -1,304 -26%
TAM
639
Tocqueville Asset Management
New York
$510K -$1.99K -15 -0.4%
TCM
640
TruNorth Capital Management
Michigan
$510K
WCP
641
Wealthcare Capital Partners
Pennsylvania
$509K -$12.1K -91 -2%
SWM
642
Selective Wealth Management
Virginia
$508K -$9.15K -69 -2%
LI
643
LRI Investments
Florida
$508K
MCC
644
Money Concepts Capital
Florida
$505K +$148K +1,113 +43%
OWP
645
ORG Wealth Partners
Texas
$504K -$1.33K -10 -0.3%
NHT
646
New Hampshire Trust
New Hampshire
$503K +$93.2K +703 +23%
RA
647
Rodgers & Associates
Pennsylvania
$502K
GIA
648
GHP Investment Advisors
Colorado
$501K +$69.8K +526 +17%
RSWM
649
Robertson Stephens Wealth Management
California
$501K -$57.6K -434 -11%
UWPG
650
Ullmann Wealth Partners Group
Florida
$500K

SDY Hedge Fund Activity: Q2 2025 in Review

1,179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2025, worth a combined $8.79B — down 0.03% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SDY positions and 52 closed out — a net gain of 25 holders — while 353 added to existing stakes and 435 trimmed.

The largest buyer was LPL Financial, adding an estimated $33M. The largest seller was Royal Bank of Canada, cutting an estimated $24.1M.

  • 1,179 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2025, up from 1,173 in Q1 2025.
  • Funds reported $8.79B of State Street SPDR S&P Dividend ETF stock for Q2 2025, down 0.03% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2025 and 52 closed out, a net change of +25 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $33M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2025.