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State Street SPDR S&P Dividend ETF
SDY

1,173 hedge funds and large institutions have $8.79B invested in State Street SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 320 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.27M

7% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 69

0% more funds holding in top 10

Funds holding in top 10: 39 → 39 (0)

0.51% less ownership

Funds ownership: 44.05% → 43.54% (-0.51%)

2% less funds holding

Funds holding: 1,192 → 1,173 (-19)

8% less capital invested

Capital invested by funds: $9.51B → $8.79B (-$716M)

33% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 476

Holders
1,173
Holders Change
-19
Holders Change %
-1.59%
% of All Funds
15.73%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
74
Increased
320
Reduced
476
Closed
69
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$10M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.98M
4
IC
IEQ Capital
California
+$6.29M
5
JIC
Joel Isaacson & Co
New York
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$58.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$50.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$31.6M
4
Bank of America
Bank of America
North Carolina
-$24.2M
5
IAA
Independent Advisor Alliance
North Carolina
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
926
Signature Wealth Management Group
Georgia
$228K – – –
WCFA
927
Walkner Condon Financial Advisors
Wisconsin
$227K -$323K -2,400 -59%
SIC
928
Shoker Investment Counsel
Ohio
$226K +$403 +3 +0.2%
AAM
929
Augustine Asset Management
Florida
$226K +$1.34K +10 +0.6%
NSIM
930
North Star Investment Management
Illinois
$226K – – –
WFAG
931
Wescott Financial Advisory Group
Pennsylvania
$225K -$2.15K -16 -1%
AF
932
Arrow Financial
New York
$223K – – –
FCP
933
Fidelis Capital Partners
Florida
$222K – – –
PGAM
934
Princeton Global Asset Management
New Jersey
$221K +$134 +1 +0.1%
WCAMG
935
Woodard & Company Asset Management Group
North Carolina
$220K -$2.02K -15 -0.9%
CFGW
936
Chancellor Financial Group WB
Pennsylvania
$220K – – –
GC
937
Gibson Capital
Pennsylvania
$220K – – –
QCG
938
Quadrant Capital Group
Ohio
$220K – – –
CHC
939
City Holding Co
West Virginia
$219K -$16.8K -125 -7%
SHA
940
Seneca House Advisors
Virginia
$219K +$1.34K +10 +0.6%
CFFP
941
Center for Financial Planning
Michigan
$218K -$3.23K -24 -1%
VHAM
942
Van Hulzen Asset Management
California
$217K -$34K -253 -14%
CIA
943
Caerus Investment Advisors
Texas
$217K – – –
FFA
944
First Foundation Advisors
California
$217K – – –
FFWM
945
Future Financial Wealth Management
Ohio
$217K – – –
GAM
946
GEM Asset Management
Michigan
$217K -$131K -972 -38%
VNA
947
Valley National Advisers
Pennsylvania
$217K – – –
DTC
948
Davidson Trust Company
Washington
$217K – – –
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$216K – – –
BCP
950
Berkeley Capital Partners
Georgia
$216K -$2.15K -16 -1%
36 37
38
39 40

SDY Hedge Fund Activity: Q1 2025 in Review

1,173 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2025, worth a combined $8.79B — down 7.5% from $9.51B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SDY positions and 69 closed out — a net gain of 5 holders — while 320 added to existing stakes and 476 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was AssetMark Inc, cutting an estimated $58.6M.

  • 1,173 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2025, down from 1,192 in Q4 2024.
  • Funds reported $8.79B of State Street SPDR S&P Dividend ETF stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 74 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2025 and 69 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.5M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q1 2025 was AssetMark Inc, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2025.