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State Street SPDR S&P Dividend ETF

1,235 hedge funds and large institutions have $9.73B invested in State Street SPDR S&P Dividend ETF in 2026 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 370 increasing their positions, 436 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

5% more capital invested

Capital invested by funds: $9.28B → $9.73B (+$443M)

0.46% more ownership

Funds ownership: 44.85%45.31% (+0.46%)

0% less funds holding

Funds holding: 1,2401,235 (-5)

11% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $11.5M

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

15% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 436

Holders
1,235
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
14.93%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.41%
New
76
Increased
370
Reduced
436
Closed
52
Calls
$10.2M
Puts
$11.5M
Net Calls
-$1.23M
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
876
Thompson Investment Management
Wisconsin
$304K
TIA
877
Traphagen Investment Advisors
New Jersey
$304K
JIR
878
James Investment Research
Ohio
$302K
MSFS
879
Main Street Financial Solutions
Pennsylvania
$300K -$30.5K -205 -9%
CA
880
Carson Advisory
Georgia
$300K +$52.1K +350 +22%
FCA
881
Fortis Capital Advisors
Kansas
$297K -$19.4K -130 -6%
CSIC
882
Clifford Swan Investment Counsel
California
$296K
FF
883
Friday Financial
Iowa
$296K
GWP
884
Gateway Wealth Partners
Wisconsin
$296K -$199K -1,337 -41%
FLI
885
Family Legacy Inc
South Carolina
$295K
BCA
886
Bay Capital Advisors
Virginia
$295K -$64.8K -435 -18%
WAG
887
Wallace Advisory Group
California
$294K +$26.7K +179 +10%
WOSD
888
WFA of San Diego
California
$293K
SWA
889
Sax Wealth Advisors
New Jersey
$293K -$4.17K -28 -1%
CBTWT
890
Community Bank & Trust (Waco, Texas)
Texas
$292K
FAM
891
Formidable Asset Management
Ohio
$291K
SWP
892
Summit Wealth Partners
Florida
$290K
BA
893
Baugh & Associates
Georgia
$289K
HCM
894
Hall Capital Management
Rhode Island
$289K
PPA
895
Pacific Point Advisors
California
$289K
WF
896
WoodTrust Financial
Wisconsin
$288K
HR
897
Howe & Rusling
New York
$288K +$5.66K +38 +2%
EGA
898
Eagle Global Advisors
Texas
$288K -$54.4K -365 -16%
TWM
899
Thrive Wealth Management
Pennsylvania
$287K +$447 +3 +0.2%
PWMG
900
Pinnacle Wealth Management Group
Michigan
$287K

SDY Hedge Fund Activity: Q2 2026 in Review

1,235 of the 8,271 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2026, worth a combined $9.73B — up 4.8% from $9.28B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SDY positions and 52 closed out — a net gain of 24 holders — while 370 added to existing stakes and 436 trimmed.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $92.1M. The largest seller was Flaharty Asset Management, cutting an estimated $27M.

  • 1,235 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2026, down from 1,240 in Q1 2026.
  • Funds reported $9.73B of State Street SPDR S&P Dividend ETF stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 76 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2026 and 52 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2026 was Coldstream Capital Management, an estimated $92.1M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2026 was Flaharty Asset Management, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2026.