SDY icon

State Street SPDR S&P Dividend ETF

1,163 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, 338 increasing their positions, 434 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: 1,1711,163 (-8)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 434

Holders
1,163
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
IC
701
Iconiq Capital
California
$421K
HL
702
HeadInvest LLC
Maine
$419K
MWM
703
Maridea Wealth Management
New York
$417K
AIC
704
Archer Investment Corporation
Indiana
$415K
RIA
705
Regal Investment Advisors
Michigan
$415K
FHC
706
First Heartland Consultants
Missouri
$413K
Principal Financial Group
707
Principal Financial Group
Iowa
$413K
WB
708
West Bancorporation
Iowa
$411K
AIM
709
Acropolis Investment Management
Missouri
$410K
LT
710
Legacy Trust
Michigan
$410K
HWA
711
Heartwood Wealth Advisors
Virginia
$409K
SFGP
712
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$408K
RWA
713
River Wealth Advisors
Pennsylvania
$406K
PWA
714
Prairie Wealth Advisors
Nebraska
$406K
BCWM
715
Bartlett & Co Wealth Management
Ohio
$405K
BIAS
716
Beacon Investment Advisory Services
New Jersey
$401K
RC
717
Roundview Capital
New Jersey
$401K
SIS
718
Sound Income Strategies
Florida
$401K
AC
719
AlphaCore Capital
California
$400K
KWMG
720
King Wealth Management Group
Florida
$397K
NAM
721
NTV Asset Management
West Virginia
$396K
SEEDPG
722
S.E.E.D. Planning Group
New York
$394K
RRA
723
Round Rock Advisors
Connecticut
$393K
KCM
724
Kanawha Capital Management
Virginia
$392K
GWM
725
Greenwich Wealth Management
Connecticut
$391K