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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
CCA
901
Cobblestone Capital Advisors
New York
$247K +$241K +1,819 New
CCM
902
Condor Capital Management
New Jersey
$246K
GA
903
Goldstein Advisors
Wisconsin
$246K
QWM
904
Quaker Wealth Management
New Jersey
$246K +$240K +1,811 New
PA
905
Procyon Advisors
Connecticut
$245K
RB
906
Rodgers Brothers
Pennsylvania
$244K
BOPW
907
Brandywine Oak Private Wealth
Pennsylvania
$244K -$9.02K -68 -4%
PPWP
908
Premier Path Wealth Partners
New Jersey
$243K +$265 +2 +0.1%
BFA
909
Beacon Financial Advisory
Ohio
$238K +$530 +4 +0.2%
GGI
910
Godsey & Gibb Inc
Virginia
$238K +$1.06K +8 +0.5%
FG
911
Fiduciary Group
Georgia
$236K
WAG
912
Wallace Advisory Group
California
$235K +$530 +4 +0.2%
BAG
913
Bridgewealth Advisory Group
California
$234K +$229K +1,725 New
AF
914
Arrow Financial
New York
$233K +$10.2K +77 +5%
SSWM
915
Smith Salley Wealth Management
North Carolina
$233K
FI
916
Financial Insights
Washington
$233K
TDC
917
Thompson Davis & Co
Virginia
$233K
RCA
918
Resonant Capital Advisors
Wisconsin
$232K
TF
919
Tompkins Financial
New York
$231K -$40.4K -305 -15%
KCM
920
Kathmere Capital Management
Pennsylvania
$231K -$17.1K -129 -7%
Chevy Chase Trust
921
Chevy Chase Trust
Maryland
$230K
JAA
922
Joel Adams & Associates
North Carolina
$229K -$53.3K -402 -19%
BHPW
923
Beverly Hills Private Wealth
California
$229K -$13K -98 -5%
RA
924
Riverstone Advisors
Texas
$228K
SWMG
925
Signature Wealth Management Group
Georgia
$228K

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.