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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
EWM
1076
Evermay Wealth Management
Virginia
$44.2K
TAM
1077
Tucker Asset Management
Colorado
$44.1K -$6.63K -50 -13%
RP
1078
Rice Partnership
Hawaii
$44K -$13.3K -100 -24%
TIM
1079
Total Investment Management
Arizona
$43.4K +$42.4K +320 New
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$42.7K
OC
1081
Oakworth Capital
Alabama
$41.5K
PA
1082
Pineridge Advisors
Missouri
$41.5K
WAM
1083
WFA Asset Management
Wisconsin
$40.9K +$265 +2 +0.6%
PWAM
1084
Private Wealth Asset Management
Iowa
$40.2K +$36.3K +274 +1,245%
OLVIG
1085
Oliver Lagore Vanvalin Investment Group
Michigan
$40.2K +$39.3K +296 New
WFA
1086
West Financial Advisors
Iowa
$39.9K
SCM
1087
Sterling Capital Management
North Carolina
$39K
MHR
1088
Matthew Hamilton Rosenberg
$37.7K
OP
1089
ORG Partners
Indiana
$37.3K
SIS
1090
Strategic Investment Solutions
Illinois
$36K +$133 +1 +0.4%
FCMT
1091
Founders Capital Management (Texas)
Texas
$35.3K -$13.3K -100 -28%
CWP
1092
Clark Wealth Partners
Illinois
$34.2K +$265 +2 +0.8%
FMII
1093
Farmers & Merchants Investments Inc
Nebraska
$33.9K -$178K -1,345 -84%
EDRH
1094
Edmond de Rothschild Holding
Switzerland
$33.9K
EPIM
1095
Evelyn Partners Investment Management
$33.9K
HWM
1096
Hemington Wealth Management
Virginia
$33K
AW
1097
Avion Wealth
Texas
$33K +$6.23K +47 +23%
RAM
1098
Riggs Asset Management
Pennsylvania
$33K
FF
1099
Friedenthal Financial
New Jersey
$32.6K -$3.05K -23 -9%
BIG
1100
Brooklyn Investment Group
New York
$31.2K +$30.5K +230 New

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.