SDY icon

State Street SPDR S&P Dividend ETF

1,217 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 353 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:

1.93% more ownership

Funds ownership: 43.87%45.8% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,217
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
LIA
776
LBMC Investment Advisors
Tennessee
$370K
NB
777
Nicolet Bankshares
Wisconsin
$369K
DCM
778
Delta Capital Management
New Jersey
$369K
EIA
779
Eldridge Investment Advisors
New Hampshire
$367K
BFG
780
Berger Financial Group
Minnesota
$366K
AA
781
Aire Advisors
California
$362K
CIAS
782
CBIZ Investment Advisory Services
Ohio
$362K
TVAMP
783
Tennessee Valley Asset Management Partners
Tennessee
$361K
PA
784
Parallel Advisors
California
$360K
PTC
785
Philadelphia Trust Company
Pennsylvania
$359K
BW
786
BXM Wealth
Colorado
$358K
RIA
787
Regal Investment Advisors
Michigan
$358K
AWM
788
Avior Wealth Management
Nebraska
$355K
CBA
789
Coastal Bridge Advisors
Connecticut
$354K
CWA
790
Crusonia Wealth Advisors
Colorado
$353K
RWS
791
Resolute Wealth Strategies
Mississippi
$353K
CA
792
CGN Advisors
Kansas
$353K
FPGK
793
Financial Partners Group (Kansas)
Kansas
$351K
CIAS
794
Capital Investment Advisory Services
North Carolina
$350K
KP
795
Keel Point
Alabama
$350K
AF
796
Apollon Financial
South Carolina
$349K
CGL
797
Clarius Group LLC
Washington
$349K
VPP
798
Vertex Planning Partners
Illinois
$349K
JIR
799
James Investment Research
Ohio
$348K
CSI
800
Cross Staff Investments
New York
$347K