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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
NRG
1001
Nemes Rush Group
Michigan
$158K +$796 +6 +0.5%
TFM
1002
TFC Financial Management
Massachusetts
$156K
MWA
1003
Medallion Wealth Advisors
Connecticut
$148K
CWM
1004
Consultiva Wealth Management
Puerto Rico
$146K
BCM
1005
Boreal Capital Management
Florida
$145K +$142K +1,068 New
Russell Investments Group
1006
Russell Investments Group
United Kingdom
$144K -$90K -679 -39%
SOS
1007
Silver Oak Securities
Tennessee
$140K +$928 +7 +0.7%
HHGA
1008
Halbert Hargrove Global Advisors
California
$139K +$17K +128 +14%
MFC
1009
Mechanics Financial Corp
Ohio
$136K
TWM
1010
Topsail Wealth Management
North Carolina
$136K
OA
1011
Operose Advisors
Wisconsin
$135K
CWM
1012
Centricity Wealth Management
Ohio
$133K
NL
1013
NVWM LLC
Pennsylvania
$132K -$530 -4 -0.4%
AUB
1014
Atlantic Union Bankshares
Virginia
$132K +$129K +970 New
NC
1015
North Capital
Utah
$118K +$663 +5 +0.6%
TCM
1016
TD Capital Management
Tennessee
$116K +$796 +6 +0.7%
HWM
1017
Horizons Wealth Management
North Carolina
$115K
HNB
1018
Hilltop National Bank
Wyoming
$114K +$112K +842 New
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K
AWM
1020
Activest Wealth Management
Florida
$112K -$20K -151 -16%
TIM
1021
Tortoise Investment Management
New York
$111K
IWP
1022
IAG Wealth Partners
Wisconsin
$111K
BA
1023
Bristlecone Advisors
Washington
$104K
CNBTD
1024
Citizens National Bank Trust Department
Mississippi
$104K
BTD
1025
BankPlus Trust Department
Mississippi
$104K

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.