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State Street SPDR S&P Dividend ETF

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: 1,1791,172 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KP
101
Kitching Partners
Pennsylvania
$10.7M +$259K +1,858 +3%
EPIME
102
Evelyn Partners Investment Management (Europe)
$10.6M -$434K -3,114 -4%
William Blair & Company
103
William Blair & Company
Illinois
$10.4M +$251K +1,796 +2%
CI
104
CX Institutional
Indiana
$10.3M +$559K +4,009 +6%
WIA
105
World Investment Advisors
California
$10.3M -$1.02M -7,347 -9%
Cerity Partners
106
Cerity Partners
New York
$10.1M -$532K -3,812 -5%
GT
107
Greenleaf Trust
Michigan
$10.1M -$69.5K -498 -0.7%
ODG
108
O'Dell Group
Ohio
$9.72M -$191K -1,368 -2%
DWP
109
Destiny Wealth Partners
Florida
$9.67M -$103K -740 -1%
CIM
110
Confluence Investment Management
Missouri
$9.49M -$1.04M -7,479 -10%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.26M -$19.7K -141 -0.2%
NRI
112
NFP Retirement Inc
California
$9.17M -$162K -1,159 -2%
GB
113
Gunma Bank
Japan
$9.14M
Brown Advisory
114
Brown Advisory
Maryland
$8.99M +$14.9K +107 +0.2%
FNC
115
First National Corp
Massachusetts
$8.82M -$19.7K -141 -0.2%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$8.79M +$168K +1,205 +2%
AllianceBernstein
117
AllianceBernstein
Tennessee
$8.74M +$326K +2,335 +4%
JWCA
118
J.W. Cole Advisors
Florida
$8.68M -$178K -1,275 -2%
OC
119
Oppenheimer & Co
New York
$8.63M +$643K +4,613 +8%
FTWA
120
Fifth Third Wealth Advisors
Ohio
$8.62M +$224K +1,609 +3%
SB
121
Simmons Bank
Arkansas
$8.48M -$101K -727 -1%
MA
122
MONECO Advisors
Connecticut
$8.4M -$154K -1,107 -2%
AF
123
Apexium Financial
Texas
$8.4M -$147K -1,054 -2%
WFA
124
Wellspring Financial Advisors
Ohio
$8.39M -$67.9K -487 -0.8%
HCP
125
Holt Capital Partners
Texas
$8.35M -$203K -1,455 -2%

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.