SDY icon

State Street SPDR S&P Dividend ETF

1,167 hedge funds and large institutions have $8.93B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 339 increasing their positions, 435 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1741,167 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 435

Holders
1,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.29M
Puts
$4.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Activest Wealth Management
Florida
$102K
WWMSC
1027
Wagner Wealth Management (South Carolina)
South Carolina
$100K
AIM
1028
Anchor Investment Management
South Carolina
$98.9K
BWM
1029
Bernard Wealth Management
Michigan
$97.2K
MWM
1030
MGB Wealth Management
Texas
$96.9K
GA
1031
GoalVest Advisory
New York
$95.9K
LI
1032
Louisbourg Investments
New Brunswick, Canada
$95.9K
DAM
1033
Delta Asset Management
Tennessee
$91.5K
FIM
1034
FWL Investment Management
Texas
$86.3K
VWWMG
1035
Vermillion & White Wealth Management Group
Pennsylvania
$82.2K
GBT
1036
Grove Bank & Trust
Florida
$81.5K
GJIA
1037
Glass Jacobson Investment Advisors
Maryland
$80.4K
IWM
1038
Inlight Wealth Management
Georgia
$78.3K
SFC
1039
SYM Financial Corp
Indiana
$77.4K
NFSG
1040
Newbridge Financial Services Group
Florida
$75.9K
CSC
1041
Caldwell Sutter Capital
California
$72.8K
PSB
1042
Piscataqua Savings Bank
New Hampshire
$72.1K
SGK
1043
Steigerwald Gordon & Koch
Virginia
$71K
AIM
1044
Arcadia Investment Management
Michigan
$70.9K
GFWA
1045
Grey Fox Wealth Advisors
Delaware
$70.4K
BFO
1046
Biltmore Family Office
North Carolina
$70K
JWM
1047
JPL Wealth Management
Colorado
$70K
VWA
1048
VSM Wealth Advisory
Maryland
$69.3K
HIA
1049
Harbor Investment Advisory
Maryland
$67.4K
CT
1050
Clearstead Trust
Maine
$66.5K