SDY icon

State Street SPDR S&P Dividend ETF

1,231 hedge funds and large institutions have $9.15B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 355 increasing their positions, 418 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% more ownership

Funds ownership: 43.88%45.88% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$215M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
726
Iconiq Capital
California
$418K
SAM
727
Strategy Asset Managers
California
$417K
RC
728
Roundview Capital
New Jersey
$416K
CB
729
Commerce Bank
Missouri
$416K
AWC
730
Adamsbrown Wealth Consultants
Kansas
$416K
AIC
731
Archer Investment Corporation
Indiana
$415K
AAA
732
Andrews Advisory Associates
Hawaii
$414K
MWP
733
Madison Wealth Partners
Wisconsin
$411K
FHC
734
First Heartland Consultants
Missouri
$411K
FCBT
735
First Citizens Bank & Trust
North Carolina
$410K
Principal Financial Group
736
Principal Financial Group
Iowa
$409K
LT
737
Legacy Trust
Michigan
$407K
BMM
738
Berkshire Money Management
Massachusetts
$407K
HWA
739
Heartwood Wealth Advisors
Virginia
$406K
SFGP
740
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$406K
PWA
741
Prairie Wealth Advisors
Nebraska
$406K
HL
742
HeadInvest LLC
Maine
$404K
GTAM
743
Global Trust Asset Management
Florida
$404K
RWM
744
Revisor Wealth Management
Ohio
$403K
BCWM
745
Bartlett & Co Wealth Management
Ohio
$402K
AIM
746
Acropolis Investment Management
Missouri
$401K
CTA
747
Clear Trail Advisors
Texas
$401K
RWA
748
River Wealth Advisors
Pennsylvania
$400K
AMCA
749
Arthur M. Cohen & Associates
Illinois
$399K
HCP
750
Hardin Capital Partners
South Carolina
$396K