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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
FLI
851
Family Legacy Inc
South Carolina
$280K -$9.81K -74 -3%
TWM
852
Thrive Wealth Management
Pennsylvania
$279K +$530 +4 +0.2%
WMWM
853
Wilkins Miller Wealth Management
Alabama
$277K +$1.06K +8 +0.4%
CIG
854
Cascade Investment Group
Colorado
$277K -$6.63K -50 -2%
AC
855
ASB Consultores
Florida
$277K +$271K +2,042 New
GI
856
GAMCO Investors
Connecticut
$276K
MCM
857
McDonough Capital Management
Florida
$275K -$398 -3 -0.1%
B
858
Bailard
California
$275K
EWM
859
EPG Wealth Management
Georgia
$273K -$132K -992 -33%
BCM
860
Becker Capital Management
Oregon
$273K
ARC
861
Advisor Resource Council
Texas
$272K -$3.9M -29,387 -94%
OIA
862
Optimum Investment Advisors
Illinois
$272K
LA
863
LM Advisors
California
$272K
SL
864
SWMG LLC
Texas
$272K +$259K +1,956 New
MWM
865
Modern Wealth Management
Kansas
$271K +$265K +2,000 New
TIM
866
Thompson Investment Management
Wisconsin
$271K
TIA
867
Traphagen Investment Advisors
New Jersey
$271K
OFS
868
Oldfather Financial Services
Nebraska
$271K +$20.7K +156 +8%
FAM
869
Formidable Asset Management
Ohio
$270K
AWE
870
Avidian Wealth Enterprises
Texas
$269K +$796 +6 +0.3%
PFGIA
871
Patriot Financial Group Insurance Agency
Massachusetts
$269K
CIAS
872
CBIZ Investment Advisory Services
Ohio
$269K
TC
873
Trilogy Capital
California
$268K -$42.8K -323 -14%
VHAM
874
Van Hulzen Asset Management
California
$268K +$49.1K +370 +23%
CGA
875
Crescent Grove Advisors
Illinois
$268K

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.