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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
FFA
1026
Founders Financial Alliance
North Carolina
$103K -$43.4K -327 -30%
TSMHT
1027
Thurston Springer Miller Herd & Titak
Indiana
$101K +$56.5K +426 +135%
BCMLT
1028
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K -$27.2K -205 -22%
ZBNA
1029
Zions Bancorporation, National Association
Utah
$99.4K +$25.5K +192 +36%
AIM
1030
Anchor Investment Management
South Carolina
$95.8K
BWM
1031
Bernard Wealth Management
Michigan
$94.2K
MWM
1032
MGB Wealth Management
Texas
$93.9K +$32.9K +248 +56%
GA
1033
GoalVest Advisory
New York
$93K
DAM
1034
Delta Asset Management
Tennessee
$88.6K -$1.33K -10 -2%
NA
1035
Nordwand Advisors
Pennsylvania
$86.9K +$84.9K +640 New
PPA
1036
Painted Porch Advisors
California
$84.4K
AIA
1037
Armor Investment Advisors
North Carolina
$84.2K
FIM
1038
FWL Investment Management
Texas
$83.6K +$1.59K +12 +2%
VWWMG
1039
Vermillion & White Wealth Management Group
Pennsylvania
$79.7K
GBT
1040
Grove Bank & Trust
Florida
$79K
GJIA
1041
Glass Jacobson Investment Advisors
Maryland
$78K +$50.5K +381 +196%
KWM
1042
Kiker Wealth Management
Georgia
$77.6K -$148K -1,116 -66%
IWM
1043
Inlight Wealth Management
Georgia
$75.9K
BFO
1044
Biltmore Family Office
North Carolina
$74.7K +$26.5K +200 +57%
SWP
1045
SIMA Wealth Partners
Virginia
$72.9K
CSC
1046
Caldwell Sutter Capital
California
$70.6K
PSB
1047
Piscataqua Savings Bank
New Hampshire
$69.9K
AIM
1048
Arcadia Investment Management
Michigan
$68.7K
VWA
1049
VSM Wealth Advisory
Maryland
$67.2K
NFSG
1050
Newbridge Financial Services Group
Florida
$66.7K -$530 -4 -0.8%

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.