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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
PWM
1151
Parkworth Wealth Management
California
$9.05K
RA
1152
Rise Advisors
New York
$8.88K +$8.62K +65 New
SFCL
1153
Strengthening Families & Communities LLC
Massachusetts
$8.73K
CWM
1154
Copia Wealth Management
Oregon
$8.69K
SVWA
1155
Sarver Vrooman Wealth Advisors
Missouri
$8.62K
FLFS
1156
Family Legacy Financial Solutions
North Carolina
$8.41K +$8.22K +62 New
PMIM
1157
Prudent Man Investment Management
Colorado
$8.32K
POIA
1158
Pin Oak Investment Advisors
Texas
$8K -$1.33K -10 -14%
SA
1159
Scarborough Advisors
Maryland
$7.91K +$7.69K +58 New
IF
1160
Integrity Financial
Wyoming
$7.74K +$7.56K +57 New
SSA
1161
SSA Swiss Advisors
$7K -$34.5K -260 -84%
BTC
1162
Bank & Trust Company
Illinois
$6.79K
WBC
1163
West Branch Capital
Massachusetts
$5.43K
RDFA
1164
Ritter Daniher Financial Advisory
Ohio
$5.29K
FDW
1165
Fourth Dimension Wealth
Ohio
$4.89K +$4.77K +36 New
RCM
1166
Richardson Capital Management
Wisconsin
$4.62K
CPA
1167
Compass Planning Associates
Massachusetts
$4.23K
FWA
1168
Flagship Wealth Advisors
Massachusetts
$3.8K -$11.5K -87 -76%
KGP
1169
Keystone Global Partners
Colorado
$3.12K
MCA
1170
Maryland Capital Advisors
Maryland
$2.99K
1IA
1171
1620 Investment Advisors
Massachusetts
$2.99K
GWSA
1172
Global Wealth Strategies & Associates
Colorado
$2.71K
HWP
1173
Highline Wealth Partners
California
$2.71K +$2.65K +20 New
CPBTD
1174
Central Pacific Bank - Trust Division
Hawaii
$2.44K
RF
1175
Robinswood Financial
Washington
$1.37K

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.