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
BMO
801
Beck Mack & Oliver
New York
$346K
SVWG
802
Shared Vision Wealth Group
United States
$345K
RIG
803
RiverFront Investment Group
Virginia
$345K
EV
804
EJMK Ventures
Illinois
$344K
ANHIM
805
Alan N. Hoffman Investment Management
Massachusetts
$344K
BCA
806
Bay Capital Advisors
Virginia
$343K
HFS
807
Hoge Financial Services
Pennsylvania
$343K
SSA
808
Shepherd Street Advisors
California
$342K
EW
809
Element Wealth
Mississippi
$341K
IAS
810
Insigneo Advisory Services
Florida
$340K
MCM
811
Mainstream Capital Management
California
$340K
HCM
812
Howland Capital Management
Massachusetts
$339K
TAM
813
Titleist Asset Management
Texas
$338K
OAM
814
Oak Asset Management
California
$337K
MFP
815
Meramec Financial Planners
Missouri
$337K
NS
816
NBC Securities
Alabama
$335K
TH
817
TCTC Holdings
Texas
$334K
VWM
818
Venturi Wealth Management
Texas
$332K
MWM
819
Modern Wealth Management
Kansas
$331K
RPA
820
Redwood Park Advisors
California
$331K
WMA
821
West Michigan Advisors
Michigan
$330K
BFO
822
Boston Family Office
Massachusetts
$329K
BWP
823
Bernardo Wealth Planning
Pennsylvania
$328K
UAG
824
United Advisor Group
Ohio
$323K
CWS
825
Cypress Wealth Services
California
$322K