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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
TPWA
1176
Twin Peaks Wealth Advisors
California
$1.26K +$1.19K +9 New
WOC
1177
West Oak Capital
California
$577
T
1178
Transce3nd
Texas
$543 +$398 +3 +300%
FGC
1179
Financial Gravity Companies
Texas
$271 +$265 +2 New
NC
1180
NewSquare Capital
Pennsylvania
$95 +$133 +1 New
FCI
1181
Financial Counselors Inc
Kansas
-$14.8M -108,788 Closed
TC
1182
TownSquare Capital
Utah
-$9.51M -70,064 Closed
ACM
1183
Argent Capital Management
Missouri
-$8.34M -61,454 Closed
PWM
1184
Peterson Wealth Management
Nevada
-$8.22M -60,569 Closed
LA
1185
Legacy Advisors
Pennsylvania
-$3.42M -25,231 Closed
AFM
1186
Armstrong Fleming & Moore
District of Columbia
-$1.92M -14,144 Closed
IC
1187
Inscription Capital
Texas
-$829K -6,317 Closed
HF
1188
HRT Financial
New York
-$810K -5,970 Closed
BWM
1189
BigSur Wealth Management
Florida
-$644K -4,750 Closed
Charles Schwab
1190
Charles Schwab
California
-$595K -4,387 Closed
MCCA
1191
Mill Creek Capital Advisors
Pennsylvania
-$563K -4,149 Closed
TNBTD
1192
Trustmark National Bank Trust Department
Mississippi
-$543K -4,000 Closed
ACP
1193
Aveo Capital Partners
Colorado
-$478K -3,632 Closed
GIA
1194
Gladstone Institutional Advisory
Florida
-$469K -3,454 Closed
Two Sigma Investments
1195
Two Sigma Investments
New York
-$456K -3,359 Closed
LT
1196
Legacy Trust
Michigan
-$397K -2,928 Closed
VPIM
1197
Vanguard Personalized Indexing Management
California
-$387K -2,852 Closed
EWM
1198
Evercore Wealth Management
New York
-$308K -2,267 Closed
JWBC
1199
John W. Brooker & Co
California
-$307K -2,266 Closed
FVWA
1200
Foster Victor Wealth Advisors
South Carolina
-$289K -2,257 Closed

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.