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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
GLLW
51
Graves Light Lenhart Wealth
Virginia
$25.8M -$193K -1,456 -0.8%
BEI
52
Benjamin Edwards Inc
Missouri
$25.5M +$22.3M +167,975 +851%
NAS
53
NWF Advisory Services
California
$24.7M +$36.9K +278 +0.2%
JGIA
54
Jackson Grant Investment Advisers
Connecticut
$23.3M -$258K -1,946 -1%
KAS
55
Kestra Advisory Services
Texas
$22.8M +$2.58M +19,457 +13%
HNB
56
Huntington National Bank
Ohio
$22.6M
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$112K +844 +0.5%
SC
58
Scotia Capital
Ontario, Canada
$21.6M -$10.1M -75,856 -32%
UCFA
59
United Capital Financial Advisors
Texas
$21.2M -$3.87M -29,163 -16%
CAL
60
Capital Advisors Ltd
Ohio
$19.9M +$73.9K +557 +0.4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.2M +$19K +143 +0.1%
TM
62
TigerOak Management
New Mexico
$17M +$191K +1,443 +1%
Comerica Bank
63
Comerica Bank
Texas
$16M -$1.16M -8,782 -7%
EH
64
Equitable Holdings
New York
$15.9M +$1.15M +8,638 +8%
UB
65
UMB Bank
Missouri
$15.8M -$236K -1,779 -2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$15.8M +$25.2K +190 +0.2%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.3M -$322K -2,431 -2%
MT
68
Midwest Trust
Kansas
$15.3M +$15M +112,866 New
BF
69
BOK Financial
Oklahoma
$14.9M -$40.7K -307 -0.3%
PAG
70
Private Advisor Group
New Jersey
$14.9M -$1.17M -8,826 -7%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$14.6M -$394K -2,968 -3%
LODC
72
Lanham O'Dell & Company
West Virginia
$14.6M +$14.2M +107,431 New
ABC
73
Associated Banc-Corp
Wisconsin
$14.6M -$79.3K -598 -0.6%
PCG
74
Prosperity Consulting Group
Maryland
$14.4M -$554K -4,176 -4%
Northern Trust
75
Northern Trust
Illinois
$14.3M -$359K -2,706 -3%

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.