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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
CPP
876
Capasso Planning Partners
South Carolina
$265K -$44.3K -334 -15%
CFO
877
Collective Family Office
Pennsylvania
$264K
PCA
878
Providence Capital Advisors
North Carolina
$264K +$258K +1,942 New
AF
879
Advisornet Financial
Minnesota
$264K +$88.5K +667 +52%
TLA
880
Tanglewood Legacy Advisors
Texas
$263K
HR
881
Howe & Rusling
New York
$263K +$146K +1,104 +132%
KPWG
882
KFA Private Wealth Group
Virginia
$263K +$530 +4 +0.2%
PL
883
Plancorp LLC
Missouri
$263K +$1.86K +14 +0.7%
SXL
884
Summit X LLC
Missouri
$262K
PAI
885
Pittenger & Anderson Inc
Nebraska
$262K
CBTWT
886
Community Bank & Trust (Waco, Texas)
Texas
$260K
ESB
887
Essex Savings Bank
Connecticut
$260K +$1.33K +10 +0.5%
CA
888
Calton & Associates
Florida
$260K +$254K +1,913 New
MFGM
889
Marshall Financial Group (Maryland)
Maryland
$260K
ONSWM
890
Old North State Wealth Management
North Carolina
$259K +$1.72K +13 +0.7%
FF
891
Friday Financial
Iowa
$258K
HCM
892
Hall Capital Management
Rhode Island
$258K
PPA
893
Pacific Point Advisors
California
$257K
GS
894
GWN Securities
Florida
$256K -$2.54M -19,118 -91%
GWSG
895
GPS Wealth Strategies Group
Colorado
$255K +$663 +5 +0.3%
WB
896
Webster Bank
Connecticut
$255K
PIM
897
Penobscot Investment Management
Massachusetts
$255K +$398 +3 +0.2%
CWS
898
Cypress Wealth Services
California
$252K +$530 +4 +0.2%
WTA
899
Washington Trust Advisors
Massachusetts
$250K -$214K -1,611 -47%
WFA
900
WestHill Financial Advisors
California
$247K

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.