SDY icon

State Street SPDR S&P Dividend ETF

1,153 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 77 funds opening new positions, 334 increasing their positions, 431 reducing their positions, and 65 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: 1,1691,153 (-16)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

23% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 431

Holders
1,153
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
AIC
701
Archer Investment Corporation
Indiana
$415K
RIA
702
Regal Investment Advisors
Michigan
$415K
FHC
703
First Heartland Consultants
Missouri
$413K
Principal Financial Group
704
Principal Financial Group
Iowa
$413K
WB
705
West Bancorporation
Iowa
$411K
AIM
706
Acropolis Investment Management
Missouri
$410K
LT
707
Legacy Trust
Michigan
$410K
HWA
708
Heartwood Wealth Advisors
Virginia
$409K
SFG
709
Stonebridge Financial Group
Pennsylvania
$408K
RWA
710
River Wealth Advisors
Pennsylvania
$406K
PWA
711
Prairie Wealth Advisors
Nebraska
$406K
BCWM
712
Bartlett & Co Wealth Management
Ohio
$405K
BIAS
713
Beacon Investment Advisory Services
New Jersey
$401K
RC
714
Roundview Capital
New Jersey
$401K
SIS
715
Sound Income Strategies
Florida
$401K
AC
716
AlphaCore Capital
California
$400K
KWMG
717
King Wealth Management Group
Florida
$397K
NAM
718
NTV Asset Management
West Virginia
$396K
SEEDPG
719
S.E.E.D. Planning Group
New York
$394K
RRA
720
Round Rock Advisors
Connecticut
$393K
KCM
721
Kanawha Capital Management
Virginia
$392K
GWM
722
Greenwich Wealth Management
Connecticut
$391K
IAA
723
Independent Advisor Alliance
North Carolina
$388K
LWM
724
LJI Wealth Management
Indiana
$388K
SCM
725
Schnieders Capital Management
California
$386K