SDY icon

State Street SPDR S&P Dividend ETF

1,167 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 78 funds opening new positions, 339 increasing their positions, 435 reducing their positions, and 64 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: 1,1741,167 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 435

Holders
1,167
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
WCP
626
Wealthcare Capital Partners
Pennsylvania
$528K
MA
627
MCF Advisors
Kentucky
$527K
TAM
628
Tocqueville Asset Management
New York
$527K
TCM
629
TruNorth Capital Management
Michigan
$526K
LI
630
LRI Investments
Florida
$524K
GSIAS
631
Garden State Investment Advisory Services
New Jersey
$523K
YIA
632
YHB Investment Advisors
Connecticut
$522K
NHT
633
New Hampshire Trust
New Hampshire
$519K
WPA
634
West Paces Advisors
Georgia
$518K
RA
635
Rodgers & Associates
Pennsylvania
$518K
MCC
636
Money Concepts Capital
Florida
$518K
UWPG
637
Ullmann Wealth Partners Group
Florida
$516K
GIA
638
GHP Investment Advisors
Colorado
$515K
TI
639
Truepoint Inc
Ohio
$515K
KFA
640
Kapstone Financial Advisors
Ohio
$513K
OWP
641
ORG Wealth Partners
Texas
$512K
SWM
642
Selective Wealth Management
Virginia
$511K
BB
643
Berkshire Bank
Massachusetts
$511K
ORC
644
O'Rourke & Company
Massachusetts
$511K
WA
645
WESPAC Advisors
California
$510K
MAG
646
M3 Advisory Group
Massachusetts
$510K
ITIM
647
Indiana Trust & Investment Management
Indiana
$508K
PWP
648
Perfromance Wealth Partners
Illinois
$503K
FB
649
Fulton Bank
Pennsylvania
$503K
AssetMark Inc
650
AssetMark Inc
California
$496K