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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
PFG
676
Pinnacle Financial Group
Illinois
$459K -$16.6K -125 -4%
MPM
677
Meritage Portfolio Management
Kansas
$456K
PFA
678
Pure Financial Advisors
California
$455K +$17.8K +134 +4%
FS
679
Financially Speaking
Colorado
$453K +$443K +3,337 New
SIS
680
Sound Income Strategies
Florida
$453K +$437K +3,296 +8,039%
SWA
681
Serenus Wealth Advisors
California
$450K +$530 +4 +0.1%
CFB
682
Cullen/Frost Bankers
Texas
$449K
DFA
683
DHJJ Financial Advisors
Illinois
$448K
QWM
684
Quadcap Wealth Management
Texas
$446K
HIA
685
HTG Investment Advisors
Connecticut
$443K +$10.9K +82 +3%
VAF
686
Values Added Financial
District of Columbia
$441K -$7.96K -60 -2%
WOSD
687
WFA of San Diego
California
$441K +$431K +3,252 New
MPCG
688
Matrix Private Capital Group
New York
$441K -$26.5K -200 -6%
MCM
689
M1 Capital Management
Michigan
$440K +$928 +7 +0.2%
SAM
690
Sawgrass Asset Management
Florida
$440K
BWP
691
Baldwin Wealth Partners
Massachusetts
$438K
PMG
692
Private Management Group
California
$435K -$41.9K -316 -9%
AWC
693
Adamsbrown Wealth Consultants
Kansas
$434K -$38.3K -289 -8%
DSC
694
Duncker Streett & Co
Missouri
$431K
AIC
695
Archer Investment Corporation
Indiana
$431K +$2.79K +21 +0.7%
KCM
696
Kanawha Capital Management
Virginia
$430K -$13.3K -100 -3%
LAM
697
Lakewood Asset Management
Illinois
$428K
FFO
698
Fortitude Family Office
Arizona
$428K
SHWM
699
Smith & Howard Wealth Management
Georgia
$428K
FFO
700
Fiduciary Family Office
Florida
$428K +$16.2K +122 +4%

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.