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
G
851
Gainplan
Michigan
$298K
CSIC
852
Clifford Swan Investment Counsel
California
$297K
JHCP
853
Jackson Hole Capital Partners
Oklahoma
$296K
CAM
854
Covenant Asset Management
New Jersey
$295K
LWM
855
Lodestone Wealth Management
Washington
$294K
GSIAS
856
Garden State Investment Advisory Services
New Jersey
$293K
IFWM
857
Institute for Wealth Management
Colorado
$293K
CT
858
Colonial Trust
South Carolina
$293K
EA
859
Ellsworth Advisors
Ohio
$293K
PA
860
Procyon Advisors
Connecticut
$292K
WFA
861
WJ Financial Advisors
Connecticut
$291K
FCA
862
Fortis Capital Advisors
Kansas
$290K
PWMG
863
Pinnacle Wealth Management Group
Michigan
$289K
FA
864
Fagan Associates
New York
$288K
AFA
865
Avant Financial Advisors
Texas
$287K
VCM
866
Versant Capital Management
Arizona
$286K
PAI
867
Pittenger & Anderson Inc
Nebraska
$286K
MCM
868
McDonough Capital Management
Florida
$286K
CIG
869
Cascade Investment Group
Colorado
$284K
FA
870
Fiduciary Alliance
South Carolina
$284K
KOMWMG
871
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$284K
GI
872
GAMCO Investors
Connecticut
$283K
SWA
873
Sax Wealth Advisors
New Jersey
$283K
EWM
874
EPG Wealth Management
Georgia
$280K
BCM
875
Becker Capital Management
Oregon
$280K