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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
PCTC
1101
Perkins Coie Trust Company
Washington
$30.5K
CTA
1102
Colonial Trust Advisors
South Carolina
$30K +$133 +1 +0.5%
FFA
1103
Frazier Financial Advisors
Ohio
$29.4K -$796 -6 -3%
GCM
1104
Gables Capital Management
Florida
$29.2K
TVWM
1105
Tower View Wealth Management
Wisconsin
$28.8K -$8.62K -65 -23%
IIL
1106
Insight Inv LLC
California
$27.3K +$26.7K +201 New
AP
1107
Atwood & Palmer
Missouri
$27.1K -$72.9K -550 -73%
PK
1108
Pflug Koory
Nebraska
$25.1K
LAMC
1109
Longview Asset Management (California)
California
$24.7K
ME
1110
McIlrath & Eck
Washington
$24.6K
ACA
1111
American Capital Advisory
Idaho
$24.5K -$928 -7 -4%
MIA
1112
MeadowBrook Investment Advisors
Michigan
$24.4K
CFD
1113
Creative Financial Designs
Indiana
$24.2K
AWM
1114
AllSquare Wealth Management
New York
$23.8K
Kayne Anderson Rudnick Investment Management
1115
Kayne Anderson Rudnick Investment Management
California
$23.6K
PCM
1116
Perritt Capital Management
Illinois
$23.6K +$133 +1 +0.6%
BLC
1117
Brown, Lisle/Cummings
Rhode Island
$23.2K
FUBT
1118
First United Bank & Trust
Maryland
$23.1K
MCM
1119
MV Capital Management
Maryland
$21.4K
AWM
1120
Abound Wealth Management
Tennessee
$20.5K
DJSG
1121
D.J. St. Germain
Massachusetts
$20.2K +$12.7K +96 +181%
FPF
1122
First Pacific Financial
Washington
$19.1K
DF
1123
DecisionPoint Financial
Arizona
$19.1K +$18.3K +138 New
WWM
1124
Woodside Wealth Management
Massachusetts
$19K
LWA
1125
Lowe Wealth Advisors
Maryland
$18.5K

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.