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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
TI
651
Truepoint Inc
Ohio
$499K
KFA
652
Kapstone Financial Advisors
Ohio
$497K
PWP
653
Perfromance Wealth Partners
Illinois
$496K +$5.7K +43 +1%
BB
654
Berkshire Bank
Massachusetts
$496K -$47.9K -361 -9%
AIP
655
Almanack Investment Partners
Pennsylvania
$494K +$483K +3,641 New
ITIM
656
Indiana Trust & Investment Management
Indiana
$493K -$10.1K -76 -2%
MAG
657
M3 Advisory Group
Massachusetts
$492K +$1.19K +9 +0.2%
FB
658
Fulton Bank
Pennsylvania
$487K -$57.2K -431 -11%
BCA
659
Bay Capital Advisors
Virginia
$487K -$398K -3,000 -46%
CA
660
Crewe Advisors
Utah
$482K -$3.31K -25 -0.7%
WPA
661
West Paces Advisors
Georgia
$475K
PMFA
662
Plante Moran Financial Advisors
Michigan
$475K +$29.2K +220 +7%
HSBC Holdings
663
HSBC Holdings
United Kingdom
$475K
NB
664
Nicolet Bankshares
Wisconsin
$474K
CPA
665
Capital Performance Advisors
California
$473K +$2.12K +16 +0.5%
EB
666
Emprise Bank
Kansas
$472K
LWM
667
LJI Wealth Management
Indiana
$469K -$8.62K -65 -2%
AGA
668
Arkos Global Advisors
Texas
$467K
NFG
669
Nadler Financial Group
Illinois
$466K -$32.4K -244 -7%
BWP
670
BSW Wealth Partners
Colorado
$466K +$530 +4 +0.1%
KP
671
Keel Point
Alabama
$465K +$454K +3,423 New
CB
672
Commerce Bank
Missouri
$464K -$87.8K -662 -16%
TCBWMS
673
Texas Capital Bank Wealth Management Services
Texas
$463K
CWMK
674
Caliber Wealth Management (Kansas)
Kansas
$463K +$181K +1,364 +67%
D.E. Shaw & Co
675
D.E. Shaw & Co
New York
$461K +$96.5K +728 +27%

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.