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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
CC
126
Corsicana & Co
Texas
$8.22M +$8.19M +58,695 New
CWM
127
Cornerstone Wealth Management
Missouri
$8.22M +$191K +1,371 +2%
MMA
128
Miracle Mile Advisors
California
$8.19M -$80.3K -576 -1%
BPA
129
Beacon Pointe Advisors
California
$7.98M +$3.25M +23,284 +69%
WANY
130
Wealthspire Advisors (New York)
New York
$7.86M +$380K +2,721 +5%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$7.62M +$109K +779 +1%
Franklin Resources
132
Franklin Resources
California
$7.51M -$207K -1,481 -3%
SWP
133
Stratos Wealth Partners
Ohio
$7.49M +$623K +4,467 +9%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$7.46M -$731K -5,243 -9%
WIC
135
Whitegate Investment Counselors
New Hampshire
$7.42M -$39.8K -285 -0.5%
MWM
136
Mission Wealth Management
California
$7.21M -$775K -5,556 -10%
AWM
137
Aries Wealth Management
Maine
$7.2M – – –
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$7.09M -$7.1M -50,884 -50%
AGC
139
Aspen Grove Capital
Colorado
$7.05M -$123K -884 -2%
IC
140
IEQ Capital
California
$6.96M -$410K -2,936 -6%
MFG
141
Merit Financial Group
Georgia
$6.9M -$453K -3,251 -6%
PWG
142
Private Wealth Group
Florida
$6.81M -$412K -2,952 -6%
AP
143
Americana Partners
Texas
$6.62M +$29K +208 +0.4%
MWA
144
Meridian Wealth Advisors
Texas
$6.61M +$2.35M +16,824 +55%
CA
145
Cornerstone Advisory
Maryland
$6.47M -$3.63K -26 -0.1%
CAM
146
Cresset Asset Management
Illinois
$6.35M +$22.2K +159 +0.4%
ST
147
Smithfield Trust
Pennsylvania
$6.26M -$9.21K -66 -0.1%
SF
148
Synovus Financial
Georgia
$6.17M +$78.5K +563 +1%
SDAM
149
Shulman DeMeo Asset Management
New York
$6.13M -$13.5K -97 -0.2%
WTC
150
WhitTier Trust Company
Nevada
$6.12M -$67.2K -482 -1%
4 5
6
7 8

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.