We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

1,234 hedge funds and large institutions have $9.15B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 355 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:

2% more ownership

Funds ownership: 43.88%45.89% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$216M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,234
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
CT
901
Caldwell Trust
Florida
$278K
FLI
902
Family Legacy Inc
South Carolina
$278K
AWE
903
Avidian Wealth Enterprises
Texas
$278K
WMWM
904
Wilkins Miller Wealth Management
Alabama
$277K
HIA
905
HTG Investment Advisors
Connecticut
$274K
LKBC
906
L.K. Benson & Company
Maryland
$274K
PL
907
Plancorp LLC
Missouri
$273K
FFS
908
Founders Financial Securities
Maryland
$273K
HR
909
Howe & Rusling
New York
$271K
CFO
910
Collective Family Office
Pennsylvania
$271K
TLA
911
Tanglewood Legacy Advisors
Texas
$270K
CWM
912
Core Wealth Management
Florida
$270K
ONSWM
913
Old North State Wealth Management
North Carolina
$269K
CPWL
914
Coquina Private Wealth LLC
Florida
$269K
SPWM
915
Straight Path Wealth Management
Michigan
$269K
LWM
916
LongView Wealth Management
Georgia
$268K
CBTWT
917
Community Bank & Trust (Waco, Texas)
Texas
$267K
FF
918
Friday Financial
Iowa
$265K
BA
919
Baugh & Associates
Georgia
$264K
HCM
920
Hall Capital Management
Rhode Island
$264K
FG
921
Fiduciary Group
Georgia
$264K
ESB
922
Essex Savings Bank
Connecticut
$264K
WF
923
WoodTrust Financial
Wisconsin
$264K
PPA
924
Pacific Point Advisors
California
$264K
TWM
925
Thrive Wealth Management
Pennsylvania
$262K