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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
SF
151
Synovus Financial
Georgia
$5.9M -$41.8K -315 -0.7%
TPW
152
TL Private Wealth
Texas
$5.88M +$83.9K +633 +2%
VAG
153
VisionPoint Advisory Group
Texas
$5.87M +$541K +4,078 +10%
EFS
154
Essex Financial Services
Connecticut
$5.62M -$31.8K -240 -0.6%
CFG
155
Citizens Financial Group
Rhode Island
$5.58M +$1.06M +8,003 +24%
PIA
156
Perennial Investment Advisors
California
$5.55M +$612K +4,617 +13%
ACM
157
Avalon Capital Management
California
$5.52M +$11.8K +89 +0.2%
WT
158
Whittier Trust
California
$5.5M -$714K -5,382 -12%
HFRG
159
Houlihan Financial Resource Group
Virginia
$5.47M -$68K -513 -1%
Deutsche Bank
160
Deutsche Bank
Germany
$5.47M +$586K +4,422 +12%
FHA
161
Flagship Harbor Advisors
Massachusetts
$5.44M -$104K -785 -2%
FHA
162
First Horizon Advisors
Tennessee
$5.32M -$54.4K -410 -1%
SMFG
163
Sumitomo Mitsui Financial Group
Japan
$5.27M +$2.64M +19,916 +105%
SF
164
Strategent Financial
Virginia
$5.25M -$32K -241 -0.6%
CTC
165
Central Trust Company
Missouri
$5.24M -$177K -1,336 -3%
RFC
166
Regions Financial Corp
Alabama
$5.21M -$1.92M -14,468 -27%
Lido Advisors
167
Lido Advisors
California
$5.2M +$579K +4,368 +13%
AWS
168
Atria Wealth Solutions
New York
$5.2M -$4.7M -35,408 -48%
EWA
169
EP Wealth Advisors
California
$5.14M +$37.8K +285 +0.8%
SL
170
Salomon & Ludwin
Virginia
$5.14M -$36.5K -275 -0.7%
BBHC
171
Brown Brothers Harriman & Co
New York
$5.11M
SS
172
Sunbelt Securities
Texas
$5.07M -$125K -939 -2%
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$5M +$29.2K +220 +0.6%
CWM
174
Connecticut Wealth Management
Connecticut
$4.93M -$349K -2,634 -7%
PSP
175
Principal Street Partners
Tennessee
$4.86M +$2.39M +18,016 +101%

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.