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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
ATC
976
Adirondack Trust Company
New York
$198K – – –
BA
977
Ballast Advisors
Minnesota
$198K -$33K -245 -14%
HFS
978
Hopwood Financial Services
Virginia
$190K – – –
BNP Paribas Financial Markets
979
BNP Paribas Financial Markets
France
$189K +$187K +1,390 +34,750%
WP
980
WealthShield Partners
North Carolina
$186K +$2.82K +21 +2%
HDIM
981
Hanson & Doremus Investment Management
Vermont
$177K +$941 +7 +0.5%
GWANC
982
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K +$672 +5 +0.4%
VCM
983
Versant Capital Management
Arizona
$175K – – –
LIA
984
Luken Investment Analytics
Tennessee
$175K – – –
HB
985
Horizon Bancorp
Indiana
$174K -$2.42K -18 -1%
AF
986
Advisornet Financial
Minnesota
$173K +$4.17K +31 +2%
IRAG
987
Investment Research & Advisory Group
Georgia
$171K -$9.28K -69 -5%
OHWP
988
Oak Harbor Wealth Partners
North Carolina
$165K -$40.3K -300 -20%
HC
989
Hurley Capital
New York
$164K -$46.7K -347 -22%
PB
990
Pinnacle Bancorp
Nebraska
$160K – – –
CA
991
CoreCap Advisors
Michigan
$159K -$9.68K -72 -6%
NRG
992
Nemes Rush Group
Michigan
$157K +$807 +6 +0.5%
TFM
993
TFC Financial Management
Massachusetts
$156K -$101K -752 -40%
PPWM
994
PFG Private Wealth Management
Florida
$153K – – –
MWA
995
Medallion Wealth Advisors
Connecticut
$148K – – –
FFA
996
Founders Financial Alliance
North Carolina
$147K +$34.4K +256 +31%
CWM
997
Consultiva Wealth Management
Puerto Rico
$146K – – –
CRFG
998
Columbia River Financial Group
Washington
$143K +$142K +1,058 New
WT
999
Washington Trust
Rhode Island
$143K – – –
SOS
1000
Silver Oak Securities
Tennessee
$137K +$807 +6 +0.6%
38 39
40
41 42

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.