SDY icon

State Street SPDR S&P Dividend ETF

1,169 hedge funds and large institutions have $8.78B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 434 reducing their positions, and 52 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $8.78B → $8.78B (-$2.29M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 434

Holders
1,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1176
Armstrong Fleming & Moore
District of Columbia
IC
1177
Inscription Capital
Texas
HF
1178
HRT Financial
New York
BWM
1179
BigSur Wealth Management
Florida
Charles Schwab
1180
Charles Schwab
California
MCCA
1181
Mill Creek Capital Advisors
Pennsylvania
TNBTD
1182
Trustmark National Bank Trust Department
Mississippi
ACP
1183
Aveo Capital Partners
Colorado
GIA
1184
Gladstone Institutional Advisory
Florida
Two Sigma Investments
1185
Two Sigma Investments
New York
LT
1186
Legacy Trust
Michigan
VPIM
1187
Vanguard Personalized Indexing Management
California
EWM
1188
Evercore Wealth Management
New York
JWBC
1189
John W. Brooker & Co
California
FVWA
1190
Foster Victor Wealth Advisors
South Carolina
CFG
1191
Clayton Financial Group
Missouri
WBCM
1192
Wilson & Boucher Capital Management
California
SFC
1193
Strategic Financial Concepts
Texas
WF
1194
WoodTrust Financial
Wisconsin
CFGSD
1195
Compass Financial Group (South Dakota)
South Dakota
GFP
1196
Gryphon Financial Partners
Ohio
BP
1197
Ballentine Partners
Massachusetts
WFAG
1198
Wescott Financial Advisory Group
Pennsylvania
GAM
1199
GEM Asset Management
Michigan
CRI
1200
Colonial River Investments
Virginia