SDY icon

State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
826
JMG Financial Group
Illinois
$292K
QCM
827
QRG Capital Management
Illinois
$292K
FCA
828
Fortis Capital Advisors
Kansas
$291K
CSIC
829
Clifford Swan Investment Counsel
California
$290K
JHCP
830
Jackson Hole Capital Partners
Oklahoma
$289K
RBWA
831
RFG - Bristol Wealth Advisors
Massachusetts
$289K
FFS
832
Founders Financial Securities
Maryland
$288K
CAM
833
Covenant Asset Management
New Jersey
$288K
KOMWMG
834
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K
CT
835
Colonial Trust
South Carolina
$286K
BFIM
836
Beese Fulmer Investment Management
Ohio
$284K
JWCA
837
J.W. Coons Advisors
Ohio
$283K
PGAM
838
Princeton Global Asset Management
New Jersey
$283K
PWMG
839
Pinnacle Wealth Management Group
Michigan
$282K
VCP
840
Vista Capital Partners
Oregon
$282K
BA
841
Baugh & Associates
Georgia
$281K
FA
842
Fagan Associates
New York
$280K
AFA
843
Avant Financial Advisors
Texas
$280K
FLI
844
Family Legacy Inc
South Carolina
$280K
TWM
845
Thrive Wealth Management
Pennsylvania
$279K
WMWM
846
Wilkins Miller Wealth Management
Alabama
$277K
CIG
847
Cascade Investment Group
Colorado
$277K
AC
848
ASB Consultores
Florida
$277K
GI
849
GAMCO Investors
Connecticut
$276K
MCM
850
McDonough Capital Management
Florida
$275K