We are live on ! Find out more
SDY icon

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
SIC
926
Shoker Investment Counsel
Ohio
$227K +$530 +4 +0.2%
WCFA
927
Walkner Condon Financial Advisors
Wisconsin
$227K
NSIM
928
North Star Investment Management
Illinois
$226K
PSCM
929
Per Stirling Capital Management
Texas
$226K -$126K -947 -36%
LIM
930
Loudon Investment Management
New Hampshire
$224K -$71.1K -536 -25%
FCP
931
Fidelis Capital Partners
Florida
$223K -$12.3K -93 -5%
SHA
932
Seneca House Advisors
Virginia
$221K +$1.46K +11 +0.7%
WCAMG
933
Woodard & Company Asset Management Group
North Carolina
$221K
RIL
934
Rothschild Investment LLC
Illinois
$220K -$33.8K -255 -14%
TLFA
935
True Link Financial Advisors
California
$220K -$232K -1,750 -52%
GC
936
Gibson Capital
Pennsylvania
$220K
HC
937
Headland Capital
South Carolina
$220K +$215K +1,621 New
QCG
938
Quadrant Capital Group
Ohio
$220K
CFGW
939
Chancellor Financial Group WB
Pennsylvania
$219K -$1.33K -10 -0.6%
CFFP
940
Center for Financial Planning
Michigan
$218K
FIA
941
Foundations Investment Advisors
Arizona
$218K -$40.6K -306 -16%
AA
942
Armis Advisers
Georgia
$218K
FFA
943
First Foundation Advisors
California
$217K
CIA
944
Caerus Investment Advisors
Texas
$217K
FFWM
945
Future Financial Wealth Management
Ohio
$217K
VNA
946
Valley National Advisers
Pennsylvania
$217K
DTC
947
Davidson Trust Company
Washington
$217K
BCP
948
Berkeley Capital Partners
Georgia
$216K +$530 +4 +0.3%
SAM
949
Sequent Asset Management
Texas
$213K
GWP
950
Gateway Wealth Partners
Wisconsin
$213K +$208K +1,567 New

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.