SDY icon

State Street SPDR S&P Dividend ETF

1,217 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 126 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%45.8% (+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
1,217
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
NSG
851
Nalls Sherbakoff Group
Tennessee
$302K
SEIA
852
Signature Estate & Investment Advisors
California
$301K
ANBT
853
American National Bank & Trust
Texas
$301K
CA
854
Calton & Associates
Florida
$300K
CBB
855
Citizens Business Bank
California
$300K
Empower Advisory Group
856
Empower Advisory Group
Colorado
$300K
AC
857
ASB Consultores
Florida
$299K
BFIM
858
Beese Fulmer Investment Management
Ohio
$299K
G
859
Gainplan
Michigan
$298K
CSIC
860
Clifford Swan Investment Counsel
California
$297K
JHCP
861
Jackson Hole Capital Partners
Oklahoma
$296K
CAM
862
Covenant Asset Management
New Jersey
$295K
LWM
863
Lodestone Wealth Management
Washington
$294K
GSIAS
864
Garden State Investment Advisory Services
New Jersey
$293K
IFWM
865
Institute for Wealth Management
Colorado
$293K
CT
866
Colonial Trust
South Carolina
$293K
EA
867
Ellsworth Advisors
Ohio
$293K
PA
868
Procyon Advisors
Connecticut
$292K
WFA
869
WJ Financial Advisors
Connecticut
$291K
FCA
870
Fortis Capital Advisors
Kansas
$290K
PWMG
871
Pinnacle Wealth Management Group
Michigan
$289K
FA
872
Fagan Associates
New York
$288K
AFA
873
Avant Financial Advisors
Texas
$287K
VCM
874
Versant Capital Management
Arizona
$286K
PAI
875
Pittenger & Anderson Inc
Nebraska
$286K