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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
GS
1201
GWN Securities
Florida
– -$256K -1,884 Closed
CCA
1202
Cobblestone Capital Advisors
New York
– -$247K -1,819 Closed
TDC
1203
Thompson Davis & Co
Virginia
– -$233K -1,713 Closed
LIM
1204
Loudon Investment Management
New Hampshire
– -$224K -1,651 Closed
GC
1205
Gibson Capital
Pennsylvania
– -$220K -1,622 Closed
RFA
1206
Rollins Financial Advisors
New York
– -$206K -1,517 Closed
BWM
1207
BCS Wealth Management
Tennessee
– -$205K -1,507 Closed
SWP
1208
Summit Wealth Partners
Florida
– -$204K -1,502 Closed
PWMAG
1209
Pinnacle Wealth Management Advisory Group
New Jersey
– -$202K -1,486 Closed
GWANC
1210
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$177K -1,304 Closed
CIA
1211
Choate Investment Advisors
Massachusetts
– -$174K -1,285 Closed
BA
1212
Bristlecone Advisors
Washington
– -$104K -768 Closed
BCMLT
1213
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$101K -741 Closed
TSMHT
1214
Thurston Springer Miller Herd & Titak
Indiana
– -$101K -741 Closed
NA
1215
Nordwand Advisors
Pennsylvania
– -$86.9K -640 Closed
PPA
1216
Painted Porch Advisors
California
– -$84.4K -622 Closed
AIA
1217
Armor Investment Advisors
North Carolina
– -$84.2K -620 Closed
GC
1218
Garde Capital
Washington
– -$51.8K -382 Closed
CICI
1219
Capital Investment Counsel Inc
North Carolina
– -$50.2K -370 Closed
WPA
1220
Wealth Preservation Advisors
Tennessee
– -$49.9K -368 Closed
BFP
1221
Briaud Financial Planning
Texas
– -$45K -332 Closed
TIM
1222
Total Investment Management
Arizona
– -$43.4K -320 Closed
RAM
1223
Riggs Asset Management
Pennsylvania
– -$33K -243 Closed
BIG
1224
Brooklyn Investment Group
New York
– -$31.2K -230 Closed
MIA
1225
MeadowBrook Investment Advisors
Michigan
– -$24.4K -180 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.