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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
BW
776
BXM Wealth
Colorado
$349K
GF
777
Gries Financial
Ohio
$349K
FPGK
778
Financial Partners Group (Kansas)
Kansas
$347K -$324K -2,440 -49%
BCA
779
Bay Colony Advisors
Massachusetts
$346K +$530 +4 +0.2%
OWP
780
Obermeyer Wealth Partners
Colorado
$346K
GWM
781
Greenwich Wealth Management
Connecticut
$342K +$23.2K +175 +7%
CGL
782
Clarius Group LLC
Washington
$341K
VPP
783
Vertex Planning Partners
Illinois
$340K +$1.19K +9 +0.4%
BMO
784
Beck Mack & Oliver
New York
$337K
ANHIM
785
Alan N. Hoffman Investment Management
Massachusetts
$335K
TFGT
786
TS Financial Group (TSFG)
Illinois
$335K -$6.63K -50 -2%
TSS
787
Two Sigma Securities
New York
$335K +$56.1K +423 +21%
HIM
788
Hanlon Investment Management
New Jersey
$334K -$5.17K -39 -2%
MCM
789
Mainstream Capital Management
California
$332K -$3.05K -23 -0.9%
IAS
790
Insigneo Advisory Services
Florida
$332K -$4.91K -37 -1%
TAM
791
Titleist Asset Management
Texas
$330K
OAM
792
Oak Asset Management
California
$329K
EGA
793
Eagle Global Advisors
Texas
$327K -$43.8K -330 -12%
TH
794
TCTC Holdings
Texas
$326K
CCG
795
Cypress Capital Group
Florida
$325K -$13.3K -100 -4%
NS
796
NBC Securities
Alabama
$323K +$5.57K +42 +2%
CSF
797
Capital Squared Financial
Maryland
$323K +$315K +2,378 New
WMA
798
West Michigan Advisors
Michigan
$323K +$663 +5 +0.2%
RPA
799
Redwood Park Advisors
California
$322K +$265 +2 +0.1%
BFO
800
Boston Family Office
Massachusetts
$320K -$50.4K -380 -14%

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.