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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
AllianceBernstein
126
AllianceBernstein
Tennessee
$8.15M -$254K -1,918 -3%
FTWA
127
Fifth Third Wealth Advisors
Ohio
$8.14M +$149K +1,122 +2%
MMA
128
Miracle Mile Advisors
California
$8.01M +$426K +3,211 +6%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$7.94M -$139K -1,045 -2%
CWM
130
Cornerstone Wealth Management
Missouri
$7.78M +$47.1K +355 +0.6%
OC
131
Oppenheimer & Co
New York
$7.74M +$238K +1,797 +3%
MWM
132
Mission Wealth Management
California
$7.74M -$614K -4,627 -8%
Franklin Resources
133
Franklin Resources
California
$7.48M -$312K -2,351 -4%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$7.28M +$39.5K +298 +0.6%
WANY
135
Wealthspire Advisors (New York)
New York
$7.25M -$540K -4,073 -7%
WIC
136
Whitegate Investment Counselors
New Hampshire
$7.23M -$212K -1,597 -3%
IC
137
IEQ Capital
California
$7.14M -$5.89M -44,409 -46%
MFG
138
Merit Financial Group
Georgia
$7.13M +$180K +1,361 +3%
PWG
139
Private Wealth Group
Florida
$7M +$461K +3,473 +7%
AWM
140
Aries Wealth Management
Maine
$6.98M -$117K -884 -2%
AGC
141
Aspen Grove Capital
Colorado
$6.95M
SWP
142
Stratos Wealth Partners
Ohio
$6.65M -$181K -1,362 -3%
AP
143
Americana Partners
Texas
$6.39M -$24K -181 -0.4%
CA
144
Cornerstone Advisory
Maryland
$6.27M -$9.55K -72 -0.2%
CAM
145
Cresset Asset Management
Illinois
$6.13M -$1.13M -8,501 -16%
CC
146
Climber Capital
Switzerland
$6.12M
ST
147
Smithfield Trust
Pennsylvania
$6.08M -$423K -3,193 -7%
WTC
148
WhitTier Trust Company
Nevada
$5.97M -$430K -3,242 -7%
SDAM
149
Shulman DeMeo Asset Management
New York
$5.96M -$10.7K -81 -0.2%
AMM
150
American Money Management
California
$5.95M +$143K +1,077 +3%

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.