SDY icon

State Street SPDR S&P Dividend ETF

1,163 hedge funds and large institutions have $8.93B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 338 increasing their positions, 434 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1711,163 (-8)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 434

Holders
1,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.29M
Puts
$4.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
776
Element Wealth
Mississippi
$344K
PA
777
Parallel Advisors
California
$343K
TFGT
778
TS Financial Group (TSFG)
Illinois
$343K
FPGK
779
Financial Partners Group (Kansas)
Kansas
$343K
MCM
780
Mainstream Capital Management
California
$343K
PFA
781
Pure Financial Advisors
California
$342K
BFG
782
Berger Financial Group
Minnesota
$342K
TAM
783
Titleist Asset Management
Texas
$340K
OAM
784
Oak Asset Management
California
$340K
TH
785
TCTC Holdings
Texas
$336K
NS
786
NBC Securities
Alabama
$336K
WMA
787
West Michigan Advisors
Michigan
$333K
RPA
788
Redwood Park Advisors
California
$333K
BFO
789
Boston Family Office
Massachusetts
$331K
BWP
790
Bernardo Wealth Planning
Pennsylvania
$330K
PP
791
Patten & Patten
Tennessee
$328K
WA
792
Wealthstream Advisors
New York
$324K
CTWM
793
Cherry Tree Wealth Management
Minnesota
$324K
AMCA
794
Arthur M. Cohen & Associates
Illinois
$322K
CWM
795
Core Wealth Management
Florida
$322K
RIM
796
Rockbridge Investment Management
New York
$321K
ANBT
797
American National Bank & Trust
Texas
$321K
AF
798
Advisornet Financial
Minnesota
$321K
RBC
799
Romano Brothers & Co
Illinois
$320K
RIG
800
RiverFront Investment Group
Virginia
$319K