SDY icon

State Street SPDR S&P Dividend ETF

1,216 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 125 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%45.79% (+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
1,216
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
SVWG
801
Shared Vision Wealth Group
United States
$345K
RIG
802
RiverFront Investment Group
Virginia
$345K
EV
803
EJMK Ventures
Illinois
$344K
ANHIM
804
Alan N. Hoffman Investment Management
Massachusetts
$344K
BCA
805
Bay Capital Advisors
Virginia
$343K
HFS
806
Hoge Financial Services
Pennsylvania
$343K
SSA
807
Shepherd Street Advisors
California
$342K
EW
808
Element Wealth
Mississippi
$341K
IAS
809
Insigneo Advisory Services
Florida
$340K
MCM
810
Mainstream Capital Management
California
$340K
HCM
811
Howland Capital Management
Massachusetts
$339K
TAM
812
Titleist Asset Management
Texas
$338K
OAM
813
Oak Asset Management
California
$337K
MFP
814
Meramec Financial Planners
Missouri
$337K
NS
815
NBC Securities
Alabama
$335K
TH
816
TCTC Holdings
Texas
$334K
VWM
817
Venturi Wealth Management
Texas
$332K
MWM
818
Modern Wealth Management
Kansas
$331K
RPA
819
Redwood Park Advisors
California
$331K
WMA
820
West Michigan Advisors
Michigan
$330K
BFO
821
Boston Family Office
Massachusetts
$329K
BWP
822
Bernardo Wealth Planning
Pennsylvania
$328K
UAG
823
United Advisor Group
Ohio
$323K
CWS
824
Cypress Wealth Services
California
$322K
CTWM
825
Cherry Tree Wealth Management
Minnesota
$321K