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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
HIA
1051
Harbor Investment Advisory
Maryland
$65.3K -$18.3K -138 -22%
CT
1052
Clearstead Trust
Maine
$64.5K
MSFP
1053
Mark Sheptoff Financial Planning
Connecticut
$64.5K
SVCP
1054
Silicon Valley Capital Partners
California
$61.1K +$29.4K +222 +97%
PCM
1055
Palouse Capital Management
Washington
$60.9K -$6.23K -47 -9%
TCM
1056
Tradewinds Capital Management
Washington
$59.9K
AA
1057
Addison Advisors
Vermont
$56.3K +$21.2K +160 +63%
CTC
1058
Cetera Trust Company
Minnesota
$56.2K
EWM
1059
Evolution Wealth Management
Florida
$54.8K +$53.6K +404 New
DI
1060
DAGCO Inc
Ohio
$54.3K
FP
1061
Financial Perspectives
Minnesota
$54K +$52.8K +398 New
ETC
1062
Exchange Traded Concepts
Oklahoma
$52.8K +$51.6K +389 New
CPA
1063
Cardiff Park Advisors
California
$52K
EB
1064
Eastern Bank
Massachusetts
$51.8K
GC
1065
Garde Capital
Washington
$51.8K
CICI
1066
Capital Investment Counsel Inc
North Carolina
$50.2K
WPA
1067
Wealth Preservation Advisors
Tennessee
$49.9K
MSG
1068
Main Street Group
Virginia
$49K -$33.6K -253 -41%
CSB
1069
City State Bank
Iowa
$48.6K
SAM
1070
Smartleaf Asset Management
Massachusetts
$48.3K
MFA
1071
Morling Financial Advisors
California
$47.9K
KG
1072
Kilter Group
New York
$47.5K +$46.4K +350 New
BFS
1073
Bare Financial Services
Pennsylvania
$46.4K
BFP
1074
Briaud Financial Planning
Texas
$45K
CBT
1075
Crews Bank & Trust
Florida
$44.4K

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.