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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
RWA
726
River Wealth Advisors
Pennsylvania
$393K
BCWM
727
Bartlett & Co Wealth Management
Ohio
$393K
RWM
728
Revisor Wealth Management
Ohio
$390K +$2.12K +16 +0.6%
VVP
729
Venture Visionary Partners
Ohio
$389K +$104K +784 +38%
BIAS
730
Beacon Investment Advisory Services
New Jersey
$389K +$53K +400 +16%
KWMG
731
King Wealth Management Group
Florida
$386K
NAM
732
NTV Asset Management
West Virginia
$384K
APWA
733
Atlas Private Wealth Advisors
New Jersey
$384K -$5.3K -40 -1%
MPCL
734
My Personal CFO LLC
Washington
$380K
AC
735
AlphaCore Capital
California
$379K +$284K +2,139 +329%
SIC
736
Salem Investment Counselors
North Carolina
$377K -$3.85K -29 -1%
SCM
737
Schnieders Capital Management
California
$374K
RRA
738
Round Rock Advisors
Connecticut
$374K -$88.9K -670 -20%
GWP
739
Gen-Wealth Partners
Michigan
$374K
MWM
740
Maridea Wealth Management
New York
$373K
NFG
741
Nations Financial Group
Iowa
$372K +$398 +3 +0.1%
IAA
742
Independent Advisor Alliance
North Carolina
$370K
RWP
743
Ridgecrest Wealth Partners
California
$370K
AFG
744
Albion Financial Group
Utah
$369K
YP
745
YANKCOM Partnership
South Dakota
$369K
HA
746
Harfst & Associates
Wyoming
$366K
BW
747
BIP Wealth
Georgia
$365K
SEEDPG
748
S.E.E.D. Planning Group
New York
$365K
KAS
749
KPP Advisory Services
Kentucky
$364K -$6.37K -48 -2%
AF
750
Apollon Financial
South Carolina
$364K +$133 +1 +0%

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.