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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
MFIM
76
Mesirow Financial Investment Management
Illinois
$13.9M -$235K -1,771 -2%
CFS
77
CRA Financial Services
New Jersey
$13.9M -$154K -1,164 -1%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$13.8M +$13.3M +100,095 +7,180%
AAS
79
Avantax Advisory Services
Texas
$13.7M -$103K -778 -0.8%
P
80
&Partners
Tennessee
$13.6M +$4.99M +37,659 +60%
CCM
81
Coldstream Capital Management
Washington
$13.4M +$12.5M +94,369 +2,199%
TPCW
82
TD Private Client Wealth
New York
$13.3M -$155K -1,169 -1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$575K +4,336 +5%
US Bancorp
84
US Bancorp
Minnesota
$12.8M +$2.19M +16,523 +21%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$12.8M +$277K +2,085 +2%
KIA
86
KCM Investment Advisors
California
$12.7M -$99.3K -749 -0.8%
SWMG
87
Sard Wealth Management Group
Georgia
$12.7M +$277K +2,092 +2%
SA
88
Sanctuary Advisors
Indiana
$12.5M -$648K -4,887 -5%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$12.3M -$53.4K -403 -0.4%
WB
90
WesBanco Bank
West Virginia
$11.9M -$147K -1,110 -1%
HWM
91
HB Wealth Management
Georgia
$11.6M +$45.6K +344 +0.4%
SC
92
Savant Capital
Illinois
$11.5M -$148K -1,117 -1%
NB
93
NBT Bank
New York
$11.2M
Corient Private Wealth
94
Corient Private Wealth
Florida
$11.1M -$1.02M -7,695 -9%
WIA
95
World Investment Advisors
California
$11M -$64.2K -484 -0.6%
IWM
96
IHT Wealth Management
Illinois
$10.9M +$841K +6,344 +9%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$10.9M -$568K -4,286 -5%
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$10.9M -$64.2K -484 -0.6%
MCA
99
MSH Capital Advisors
Arizona
$10.8M +$649K +4,894 +7%
EPIME
100
Evelyn Partners Investment Management (Europe)
$10.7M -$557K -4,197 -5%

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.