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State Street SPDR S&P Dividend ETF

1,179 hedge funds and large institutions have $8.79B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 353 increasing their positions, 435 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $3.53M

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

1% more funds holding

Funds holding: 1,1731,179 (+6)

0.4% more ownership

Funds ownership: 43.54%43.94% (+0.4%)

0% less capital invested

Capital invested by funds: $8.79B → $8.79B (-$2.59M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

19% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 435

Holders
1,179
Holders Change
+6
Holders Change %
+0.51%
% of All Funds
15.52%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.43%
New
77
Increased
353
Reduced
435
Closed
52
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$298K
CCT
827
Chemung Canal Trust
New York
$296K
CA
828
Carson Advisory
Georgia
$296K
LWL
829
Leo Wealth LLC
Texas
$295K +$22.7K +171 +9%
NSG
830
Nalls Sherbakoff Group
Tennessee
$295K
IDA
831
Intelligence Driven Advisers
California
$294K +$1.99K +15 +0.7%
VT
832
Vise Technologies
New York
$293K +$286K +2,156 New
JFG
833
JMG Financial Group
Illinois
$292K
QCM
834
QRG Capital Management
Illinois
$292K +$29K +219 +11%
FCA
835
Fortis Capital Advisors
Kansas
$291K -$63K -475 -18%
CSIC
836
Clifford Swan Investment Counsel
California
$290K -$13.3K -100 -4%
JHCP
837
Jackson Hole Capital Partners
Oklahoma
$289K +$133 +1 +0%
RBWA
838
RFG - Bristol Wealth Advisors
Massachusetts
$289K +$928 +7 +0.3%
FFS
839
Founders Financial Securities
Maryland
$288K -$27.2K -205 -9%
CAM
840
Covenant Asset Management
New Jersey
$288K
KOMWMG
841
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K +$133 +1 +0%
CT
842
Colonial Trust
South Carolina
$286K +$201K +1,518 +257%
BFIM
843
Beese Fulmer Investment Management
Ohio
$284K +$39.8K +300 +17%
JWCA
844
J.W. Coons Advisors
Ohio
$283K
PGAM
845
Princeton Global Asset Management
New Jersey
$283K +$59.8K +451 +28%
PWMG
846
Pinnacle Wealth Management Group
Michigan
$282K +$265 +2 +0.1%
VCP
847
Vista Capital Partners
Oregon
$282K
BA
848
Baugh & Associates
Georgia
$281K -$26.9K -203 -9%
FA
849
Fagan Associates
New York
$280K -$21.7K -164 -7%
AFA
850
Avant Financial Advisors
Texas
$280K

SDY Hedge Fund Activity: Q2 2025 in Review

1,179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2025, worth a combined $8.79B — down 0.03% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SDY positions and 52 closed out — a net gain of 25 holders — while 353 added to existing stakes and 435 trimmed.

The largest buyer was LPL Financial, adding an estimated $33M. The largest seller was Royal Bank of Canada, cutting an estimated $24.1M.

  • 1,179 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2025, up from 1,173 in Q1 2025.
  • Funds reported $8.79B of State Street SPDR S&P Dividend ETF stock for Q2 2025, down 0.03% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2025 and 52 closed out, a net change of +25 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $33M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2025.