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State Street SPDR S&P Dividend ETF
SDY

1,172 hedge funds and large institutions have $8.94B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 340 increasing their positions, 435 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $4.03M

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

2% more capital invested

Capital invested by funds: $8.79B → $8.94B (+$149M)

0.05% less ownership

Funds ownership: 43.94% → 43.88% (-0.05%)

1% less funds holding

Funds holding: 1,179 → 1,172 (-7)

12% less funds holding in top 10

Funds holding in top 10: 33 → 29 (-4)

22% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 435

Holders
1,172
Holders Change
-7
Holders Change %
-0.59%
% of All Funds
15.38%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
79
Increased
340
Reduced
435
Closed
64
Calls
$8.29M
Puts
$4.03M
Net Calls
+$4.26M
Net Calls Change
-$2.72M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$23M
2
CCM
Coldstream Capital Management
Washington
+$17.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13M
4
LODC
Lanham O'Dell & Company
West Virginia
+$12.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$6.35M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$32.7M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$18.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.6M
4
1SB
1ST Source Bank
Indiana
-$17.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
1176
Flow Traders U.S.
New York
– -$3.3M -24,327 Closed
AAP
1177
Arax Advisory Partners
Colorado
– -$1.86M -13,712 Closed
PFT
1178
Providence First Trust
Arizona
– -$1.73M -12,753 Closed
Renaissance Technologies
1179
Renaissance Technologies
New York
– -$1.6M -11,800 Closed
FAIM
1180
Financial Advocates Investment Management
Washington
– -$879K -6,472 Closed
NCFG
1181
New Century Financial Group
New Jersey
– -$821K -6,050 Closed
OFS
1182
OneAscent Financial Services
Alabama
– -$675K -4,893 Closed
YIH
1183
Y-Intercept (HK)
Hong Kong
– -$641K -4,719 Closed
UBV
1184
United Bank (Virginia)
Virginia
– -$615K -4,529 Closed
BCM
1185
Beaumont Capital Management
Massachusetts
– -$595K -4,384 Closed
AIP
1186
Almanack Investment Partners
Pennsylvania
– -$494K -3,641 Closed
HSBC Holdings
1187
HSBC Holdings
United Kingdom
– -$475K -3,500 Closed
TCBWMS
1188
Texas Capital Bank Wealth Management Services
Texas
– -$463K -3,412 Closed
D.E. Shaw & Co
1189
D.E. Shaw & Co
New York
– -$461K -3,399 Closed
PFG
1190
Pinnacle Financial Group
Illinois
– -$459K -3,380 Closed
APWA
1191
Atlas Private Wealth Advisors
New Jersey
– -$384K -2,826 Closed
MPCL
1192
My Personal CFO LLC
Washington
– -$380K -2,800 Closed
BMM
1193
Berkshire Money Management
Massachusetts
– -$349K -2,570 Closed
HIM
1194
Hanlon Investment Management
New Jersey
– -$334K -2,461 Closed
NA
1195
Novus Advisors
South Carolina
– -$306K -2,257 Closed
FFS
1196
Founders Financial Securities
Maryland
– -$288K -2,124 Closed
ARC
1197
Advisor Resource Council
Texas
– -$272K -2,007 Closed
PFGIA
1198
Patriot Financial Group Insurance Agency
Massachusetts
– -$269K -1,982 Closed
SL
1199
SWMG LLC
Texas
– -$272K -1,956 Closed
SXL
1200
Summit X LLC
Missouri
– -$262K -1,932 Closed
46 47
48
49 50

SDY Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2025, worth a combined $8.94B — up 1.7% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SDY positions and 64 closed out — a net gain of 15 holders — while 340 added to existing stakes and 435 trimmed.

The largest buyer was UBS Group, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $32.7M.

  • 1,172 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2025, down from 1,179 in Q2 2025.
  • Funds reported $8.94B of State Street SPDR S&P Dividend ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 79 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2025 and 64 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2025 was UBS Group, an estimated $23M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2025 was AssetMark Inc, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2025.