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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
PNAA
751
Pictet North America Advisors
Switzerland
$364K
SVWG
752
Shared Vision Wealth Group
United States
$363K
UAG
753
United Advisor Group
Ohio
$363K +$1.59K +12 +0.5%
GI
754
GAMMA Investing
California
$361K +$44.3K +334 +14%
MC
755
McCarthy & Cox
Ohio
$361K -$2.25K -17 -0.6%
PWM
756
Provident Wealth Management
Tennessee
$361K +$1.46K +11 +0.4%
LIA
757
LBMC Investment Advisors
Tennessee
$360K +$265 +2 +0.1%
DCM
758
Delta Capital Management
New Jersey
$360K
CBA
759
Coastal Bridge Advisors
Connecticut
$360K +$351K +2,650 New
TVAMP
760
Tennessee Valley Asset Management Partners
Tennessee
$359K +$133 +1 +0%
CA
761
CGN Advisors
Kansas
$357K +$530 +4 +0.2%
PWA
762
Prairie Wealth Advisors
Nebraska
$357K +$349K +2,632 New
FA
763
Fiduciary Alliance
South Carolina
$356K +$53.7K +405 +18%
RIA
764
Realta Investment Advisors
Delaware
$356K +$1.06K +8 +0.3%
MSFS
765
Main Street Financial Solutions
Pennsylvania
$355K -$13.8K -104 -4%
SS
766
SBI Securities
Japan
$354K -$13.1K -99 -4%
AA
767
Aire Advisors
California
$353K
IWS
768
Integrity Wealth Solutions
Colorado
$351K -$473K -3,569 -58%
CIAS
769
Capital Investment Advisory Services
North Carolina
$351K +$265 +2 +0.1%
HCP
770
Hardin Capital Partners
South Carolina
$351K +$54.4K +410 +19%
WAS
771
Wealth Advisory Solutions
Indiana
$351K +$10.3K +78 +3%
AWM
772
Avior Wealth Management
Nebraska
$351K -$43.4K -327 -11%
HFS
773
Hoge Financial Services
Pennsylvania
$350K -$9.95K -75 -3%
PTC
774
Philadelphia Trust Company
Pennsylvania
$350K
BMM
775
Berkshire Money Management
Massachusetts
$349K

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.