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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
PP
901
Patten & Patten
Tennessee
$286K -$59.9K -402 -18%
SPWM
902
Straight Path Wealth Management
Michigan
$286K -$8.19K -55 -3%
FA
903
Fagan Associates
New York
$286K -$29.4K -197 -9%
ACM
904
Advisors Capital Management
New Jersey
$285K +$15.5K +104 +6%
WRCM
905
Western Reserve Capital Management
Ohio
$284K
EWM
906
Elmwood Wealth Management
California
$284K +$278K +1,864 New
SWGC
907
Summit Wealth Group (Colorado)
Colorado
$283K +$1.64K +11 +0.6%
I
908
INVST
Indiana
$282K
WTA
909
Washington Trust Advisors
Massachusetts
$281K
WFA
910
WestHill Financial Advisors
California
$277K
WAM
911
Worth Asset Management
Texas
$277K
VCP
912
Vista Capital Partners
Oregon
$277K
FPGK
913
Financial Partners Group (Kansas)
Kansas
$277K -$139K -935 -34%
CCM
914
Condor Capital Management
New Jersey
$276K
LWM
915
LongView Wealth Management
Georgia
$276K +$270K +1,815 New
FA
916
Fiduciary Alliance
South Carolina
$276K -$29.6K -199 -10%
QWM
917
Quaker Wealth Management
New Jersey
$276K
CFAM
918
Center For Asset Management
Florida
$275K
ANBT
919
American National Bank & Trust
Texas
$275K -$30.5K -205 -10%
CT
920
Caldwell Trust
Florida
$275K -$25.3K -170 -9%
FG
921
Foster Group
Iowa
$275K +$2.98K +20 +1%
RB
922
Rodgers Brothers
Pennsylvania
$274K
CBA
923
Coastal Bridge Advisors
Connecticut
$273K
PIM
924
Penobscot Investment Management
Massachusetts
$272K +$298 +2 +0.1%
AA
925
Armis Advisers
Georgia
$272K

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.