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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
CFG
1201
Clayton Financial Group
Missouri
-$295K -2,174 Closed
WBCM
1202
Wilson & Boucher Capital Management
California
-$285K -2,100 Closed
SFC
1203
Strategic Financial Concepts
Texas
-$279K -2,059 Closed
WF
1204
WoodTrust Financial
Wisconsin
-$257K -1,894 Closed
CFGSD
1205
Compass Financial Group (South Dakota)
South Dakota
-$243K -1,791 Closed
GFP
1206
Gryphon Financial Partners
Ohio
-$243K -1,791 Closed
BP
1207
Ballentine Partners
Massachusetts
-$234K -1,727 Closed
WFAG
1208
Wescott Financial Advisory Group
Pennsylvania
-$225K -1,661 Closed
GAM
1209
GEM Asset Management
Michigan
-$217K -1,601 Closed
CRI
1210
Colonial River Investments
Virginia
-$211K -1,554 Closed
IIA
1211
Integral Investment Advisors
California
-$200K -1,475 Closed
RFO
1212
RiverGlades Family Offices
Florida
-$200K -1,475 Closed
PPWM
1213
PFG Private Wealth Management
Florida
-$153K -1,126 Closed
CRFG
1214
Columbia River Financial Group
Washington
-$143K -1,058 Closed
WT
1215
Washington Trust
Rhode Island
-$143K -1,051 Closed
GCM
1216
GKV Capital Management
California
-$136K -1,000 Closed
SC
1217
Stephens Consulting
Michigan
-$121K -895 Closed
PA
1218
PSI Advisors
Florida
-$114K -839 Closed
CWM
1219
Compass Wealth Management
Connecticut
-$112K -826 Closed
RMP
1220
Richards, Merrill & Peterson
Washington
-$104K -765 Closed
JFGIW
1221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$84.9K -626 Closed
TCPG
1222
Trivant Custom Portfolio Group
California
-$81.4K -600 Closed
CTB
1223
Country Trust Bank
Illinois
-$52.9K -390 Closed
AG
1224
AmeriFlex Group
Nevada
-$44.5K -328 Closed
DWM
1225
Darwin Wealth Management
Florida
-$38K -287 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.