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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
SRC
101
Sage Rhino Capital
California
$10.7M -$689K -5,195 -6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$10.6M -$624K -4,708 -6%
PWP
103
Precedent Wealth Partners
Texas
$10.4M -$25.1K -189 -0.2%
Cerity Partners
104
Cerity Partners
New York
$10.3M -$819K -6,179 -7%
CIM
105
Confluence Investment Management
Missouri
$10.2M +$9.98M +75,270 New
KP
106
Kitching Partners
Pennsylvania
$10.1M +$323K +2,435 +3%
William Blair & Company
107
William Blair & Company
Illinois
$9.81M +$8.22K +62 +0.1%
GT
108
Greenleaf Trust
Michigan
$9.81M -$41K -309 -0.4%
ODG
109
O'Dell Group
Ohio
$9.61M -$196K -1,475 -2%
DWP
110
Destiny Wealth Partners
Florida
$9.48M +$124K +933 +1%
CI
111
CX Institutional
Indiana
$9.44M +$320K +2,411 +4%
NRI
112
NFP Retirement Inc
California
$9.05M +$6.53M +49,203 +282%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.99M -$28.8K -217 -0.3%
GB
114
Gunma Bank
Japan
$8.86M
NA
115
NewEdge Advisors
Louisiana
$8.85M +$291K +2,192 +3%
Brown Advisory
116
Brown Advisory
Maryland
$8.69M -$176K -1,326 -2%
JWCA
117
J.W. Cole Advisors
Florida
$8.58M +$4.52M +34,071 +117%
FNC
118
First National Corp
Massachusetts
$8.57M -$29.6K -223 -0.4%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$8.36M +$323K +2,435 +4%
SB
120
Simmons Bank
Arkansas
$8.32M -$205K -1,544 -2%
MA
121
MONECO Advisors
Connecticut
$8.3M +$35.1K +265 +0.4%
HCP
122
Holt Capital Partners
Texas
$8.29M -$5.11M -38,535 -39%
AF
123
Apexium Financial
Texas
$8.28M -$525K -3,961 -6%
M&T Bank
124
M&T Bank
New York
$8.2M +$18.2K +137 +0.2%
WFA
125
Wellspring Financial Advisors
Ohio
$8.19M -$857K -6,464 -10%

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.