SDY icon

State Street SPDR S&P Dividend ETF

1,217 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 353 increasing their positions, 418 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.93% more ownership

Funds ownership: 43.87%45.8% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
976
Caerus Investment Advisors
Texas
$223K
FFA
977
First Foundation Advisors
California
$223K
SIC
978
Shoker Investment Counsel
Ohio
$222K
B
979
Bailard
California
$222K
RCA
980
Resonant Capital Advisors
Wisconsin
$221K
BHPW
981
Beverly Hills Private Wealth
California
$221K
PSCM
982
Per Stirling Capital Management
Texas
$221K
WIM
983
Warwick Investment Management
Texas
$220K
KDA
984
Kraft Davis & Associates
Missouri
$220K
GS
985
GTS Securities
New York
$220K
MWM
986
Marion Wealth Management
Pennsylvania
$220K
SAM
987
Sequent Asset Management
Texas
$218K
AAM
988
Augustine Asset Management
Florida
$217K
KA
989
KLCM Advisors
Wisconsin
$217K
BC
990
Brio Consultants
California
$217K
TW
991
TritonPoint Wealth
Maryland
$216K
DE
992
Diversified Enterprises
Delaware
$216K
FA
993
Financial Alternatives
California
$216K
SFC
994
Strategic Financial Concepts
Texas
$214K
CGA
995
Crescent Grove Advisors
Illinois
$214K
NAS
996
Nicolet Advisory Services
Wisconsin
$213K
DWM
997
DeLarme Wealth Management
California
$211K
EWA
998
Exencial Wealth Advisors
Oklahoma
$211K
COCM
999
Charter Oak Capital Management
New Hampshire
$211K
GWAG
1000
Garrett Wealth Advisory Group
Texas
$210K