SDY icon

State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 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:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
SSA
801
Shepherd Street Advisors
California
$342K
EW
802
Element Wealth
Mississippi
$341K
IAS
803
Insigneo Advisory Services
Florida
$340K
MCM
804
Mainstream Capital Management
California
$340K
HCM
805
Howland Capital Management
Massachusetts
$339K
TAM
806
Titleist Asset Management
Texas
$338K
OAM
807
Oak Asset Management
California
$337K
MFP
808
Meramec Financial Planners
Missouri
$337K
NS
809
NBC Securities
Alabama
$335K
TH
810
TCTC Holdings
Texas
$334K
VWM
811
Venturi Wealth Management
Texas
$332K
MWM
812
Modern Wealth Management
Kansas
$331K
RPA
813
Redwood Park Advisors
California
$331K
WMA
814
West Michigan Advisors
Michigan
$330K
BFO
815
Boston Family Office
Massachusetts
$329K
BWP
816
Bernardo Wealth Planning
Pennsylvania
$328K
UAG
817
United Advisor Group
Ohio
$323K
CWS
818
Cypress Wealth Services
California
$322K
CTWM
819
Cherry Tree Wealth Management
Minnesota
$321K
GA
820
Greenspring Advisors
Maryland
$321K
YIH
821
Y-Intercept (HK)
Hong Kong
$320K
RIM
822
Rockbridge Investment Management
New York
$319K
RBC
823
Romano Brothers & Co
Illinois
$318K
PP
824
Patten & Patten
Tennessee
$318K
IDA
825
Intelligence Driven Advisers
California
$318K