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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
PWMAG
976
Pinnacle Wealth Management Advisory Group
New Jersey
$202K
QCM
977
Quantinno Capital Management
New York
$201K +$197K +1,483 New
LWM
978
Lodestone Wealth Management
Washington
$201K +$196K +1,481 New
WFP
979
Wrenne Financial Planning
Kentucky
$201K
GAG
980
GM Advisory Group
New York
$201K -$6.37K -48 -3%
GWM
981
Global Wealth Management
New Jersey
$201K +$191K +1,444 New
SAM
982
Summit Asset Management
Tennessee
$200K
LWM
983
LongView Wealth Management
Georgia
$200K +$196K +1,475 New
ATC
984
Adirondack Trust Company
New York
$198K
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$193K -$5.17K -39 -3%
HFS
986
Hopwood Financial Services
Virginia
$190K
WP
987
WealthShield Partners
North Carolina
$188K +$2.39K +18 +1%
HDIM
988
Hanson & Doremus Investment Management
Vermont
$178K +$1.06K +8 +0.6%
GWANC
989
Guardian Wealth Advisors (North Carolina)
North Carolina
$177K +$796 +6 +0.5%
VCM
990
Versant Capital Management
Arizona
$175K
HB
991
Horizon Bancorp
Indiana
$175K
LIA
992
Luken Investment Analytics
Tennessee
$175K
CIA
993
Choate Investment Advisors
Massachusetts
$174K +$170K +1,285 New
BA
994
Ballast Advisors
Minnesota
$173K -$24.5K -185 -13%
IRAG
995
Investment Research & Advisory Group
Georgia
$168K -$3.31K -25 -2%
HC
996
Hurley Capital
New York
$165K +$796 +6 +0.5%
OHWP
997
Oak Harbor Wealth Partners
North Carolina
$165K
APW
998
Aventura Private Wealth
Florida
$161K -$83.5K -630 -35%
PB
999
Pinnacle Bancorp
Nebraska
$160K
CA
1000
CoreCap Advisors
Michigan
$160K +$796 +6 +0.5%

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.