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State Street SPDR S&P Dividend ETF
SDY

1,172 hedge funds and large institutions have $8.94B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 340 increasing their positions, 435 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $4.03M

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

2% more capital invested

Capital invested by funds: $8.79B → $8.94B (+$149M)

0.05% less ownership

Funds ownership: 43.94% → 43.88% (-0.05%)

1% less funds holding

Funds holding: 1,179 → 1,172 (-7)

12% less funds holding in top 10

Funds holding in top 10: 33 → 29 (-4)

22% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 435

Holders
1,172
Holders Change
-7
Holders Change %
-0.59%
% of All Funds
15.38%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
79
Increased
340
Reduced
435
Closed
64
Calls
$8.29M
Puts
$4.03M
Net Calls
+$4.26M
Net Calls Change
-$2.72M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$23M
2
CCM
Coldstream Capital Management
Washington
+$17.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13M
4
LODC
Lanham O'Dell & Company
West Virginia
+$12.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.35M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$32.7M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$18.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.6M
4
1SB
1ST Source Bank
Indiana
-$17.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
76
CRA Financial Services
New Jersey
$14.1M -$211K -1,516 -1%
P
77
&Partners
Tennessee
$13.9M -$189K -1,354 -1%
RPWA
78
Regent Peak Wealth Advisors
Georgia
$13.8M +$13.7M +98,285 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$13.4M -$216K -1,550 -2%
SWMG
80
Sard Wealth Management Group
Georgia
$13.1M +$69.3K +497 +0.5%
KIA
81
KCM Investment Advisors
California
$13.1M -$6.7K -48 -0.1%
US Bancorp
82
US Bancorp
Minnesota
$13.1M -$137K -979 -1%
TPCW
83
TD Private Client Wealth
New York
$13.1M -$670K -4,806 -5%
Northern Trust
84
Northern Trust
Illinois
$13.1M -$1.64M -11,763 -11%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$13M -$234K -1,681 -2%
SA
86
Sanctuary Advisors
Indiana
$12.8M -$24.6K -176 -0.2%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$12.8M -$3.48M -24,971 -21%
M&T Bank
88
M&T Bank
New York
$12.7M +$4.23M +30,314 +50%
HWM
89
HB Wealth Management
Georgia
$12.4M +$408K +2,927 +3%
WB
90
WesBanco Bank
West Virginia
$12M -$345K -2,476 -3%
SC
91
Savant Capital
Illinois
$11.9M +$38.4K +275 +0.3%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$11.7M +$469K +3,360 +4%
NA
93
NewEdge Advisors
Louisiana
$11.7M +$2.51M +18,026 +28%
NB
94
NBT Bank
New York
$11.5M -$9.07K -65 -0.1%
MCA
95
MSH Capital Advisors
Arizona
$11.4M +$265K +1,899 +2%
PWP
96
Precedent Wealth Partners
Texas
$11M +$321K +2,301 +3%
Corient Private Wealth
97
Corient Private Wealth
Florida
$10.9M -$488K -3,501 -4%
IWM
98
IHT Wealth Management
Illinois
$10.9M -$360K -2,578 -3%
SRC
99
Sage Rhino Capital
California
$10.9M -$119K -851 -1%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$10.8M -$400K -2,870 -4%
2 3
4
5 6

SDY Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2025, worth a combined $8.94B — up 1.7% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SDY positions and 64 closed out — a net gain of 15 holders — while 340 added to existing stakes and 435 trimmed.

The largest buyer was UBS Group, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $32.7M.

  • 1,172 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2025, down from 1,179 in Q2 2025.
  • Funds reported $8.94B of State Street SPDR S&P Dividend ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 79 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2025 and 64 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2025 was UBS Group, an estimated $23M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2025 was AssetMark Inc, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2025.