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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
AAM
951
Augustine Asset Management
Florida
$212K -$13.4K -101 -6%
WMWM
952
Whitaker-Myers Wealth Managers
Ohio
$212K +$207K +1,561 New
KDA
953
Kraft Davis & Associates
Missouri
$212K +$202K +1,525 New
TW
954
TritonPoint Wealth
Maryland
$211K
EWA
955
Exencial Wealth Advisors
Oklahoma
$211K -$34.2K -258 -14%
BSB
956
Bangor Savings Bank
Maine
$211K -$1.06K -8 -0.5%
FA
957
Financial Alternatives
California
$210K +$205K +1,549 New
BMCM
958
Bryn Mawr Capital Management
Pennsylvania
$210K +$205K +1,548 New
ONB
959
Old National Bancorp
Indiana
$209K
CHC
960
City Holding Co
West Virginia
$208K -$11K -83 -5%
BC
961
Brio Consultants
California
$208K +$530 +4 +0.3%
EP
962
EPIQ Partners
Minnesota
$208K -$23.9K -180 -11%
OGF
963
Orin Green Financial
California
$207K +$202K +1,522 New
GWAG
964
Garrett Wealth Advisory Group
Texas
$206K +$1.33K +10 +0.7%
RFA
965
Rollins Financial Advisors
New York
$206K +$663 +5 +0.3%
COCM
966
Charter Oak Capital Management
New Hampshire
$206K
BWM
967
BCS Wealth Management
Tennessee
$205K +$200K +1,507 New
WE
968
Wealth Effects
Massachusetts
$205K
NAS
969
Nicolet Advisory Services
Wisconsin
$204K +$198K +1,496 New
SWP
970
Summit Wealth Partners
Florida
$204K
BB
971
Busey Bank
Illinois
$204K
FSWA
972
Financial Synergies Wealth Advisors
Texas
$204K
Barclays
973
Barclays
United Kingdom
$204K +$199K +1,500 New
MWM
974
Marion Wealth Management
Pennsylvania
$202K +$796 +6 +0.4%
HS
975
Horan Securities
United States
$202K +$197K +1,486 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.