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State Street SPDR S&P Dividend ETF

1,172 hedge funds and large institutions have $8.94B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 340 increasing their positions, 435 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $4.03M

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

2% more capital invested

Capital invested by funds: $8.79B → $8.94B (+$149M)

0.05% less ownership

Funds ownership: 43.94%43.88% (-0.05%)

1% less funds holding

Funds holding: 1,1791,172 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 435

Holders
1,172
Holders Change
-7
Holders Change %
-0.59%
% of All Funds
15.38%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
79
Increased
340
Reduced
435
Closed
64
Calls
$8.29M
Puts
$4.03M
Net Calls
+$4.26M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$27.3M -$1.6M -11,470 -6%
KA
52
Klingman & Associates
New York
$27.2M -$193K -1,380 -0.7%
NAS
53
NWF Advisory Services
California
$26.1M +$530K +3,800 +2%
BEI
54
Benjamin Edwards Inc
Missouri
$25.7M -$602K -4,319 -2%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$25.5M -$1.04M -7,489 -4%
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$24.6M +$605K +4,337 +3%
HNB
57
Huntington National Bank
Ohio
$23.4M
SC
58
Scotia Capital
Ontario, Canada
$22.1M -$264K -1,896 -1%
CAL
59
Capital Advisors Ltd
Ohio
$20.5M -$2.23K -16 -0%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$19.2M -$643K -4,613 -3%
EH
61
Equitable Holdings
New York
$17.6M +$1.25M +8,928 +8%
TM
62
TigerOak Management
New Mexico
$17.6M -$7.67K -55 -0%
UCFA
63
United Capital Financial Advisors
Texas
$17M -$4.92M -35,272 -23%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$16.6M +$788K +5,650 +5%
Comerica Bank
65
Comerica Bank
Texas
$16.4M -$139K -996 -0.8%
UB
66
UMB Bank
Missouri
$16M -$308K -2,206 -2%
MT
67
Midwest Trust
Kansas
$15.5M -$296K -2,125 -2%
PAG
68
Private Advisor Group
New Jersey
$15.2M -$151K -1,084 -1%
ABC
69
Associated Banc-Corp
Wisconsin
$15M -$73.7K -528 -0.5%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$14.8M +$2.1M +15,051 +17%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$14.8M -$346K -2,481 -2%
MFIM
72
Mesirow Financial Investment Management
Illinois
$14.5M +$155K +1,111 +1%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$3.4M +24,394 +31%
PCG
74
Prosperity Consulting Group
Maryland
$14.3M -$554K -3,972 -4%
BF
75
BOK Financial
Oklahoma
$14.2M -$1.2M -8,576 -8%

SDY Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2025, worth a combined $8.94B — up 1.7% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SDY positions and 64 closed out — a net gain of 15 holders — while 340 added to existing stakes and 435 trimmed.

The largest buyer was UBS Group, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $32.7M.

  • 1,172 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2025, down from 1,179 in Q2 2025.
  • Funds reported $8.94B of State Street SPDR S&P Dividend ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 79 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2025 and 64 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2025 was UBS Group, an estimated $23M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2025 was AssetMark Inc, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2025.