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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
AMM
151
American Money Management
California
$6.11M -$38.2K -274 -0.6%
PIA
152
Perennial Investment Advisors
California
$6.1M +$370K +2,654 +6%
CFG
153
Citizens Financial Group
Rhode Island
$5.96M +$200K +1,435 +3%
EFS
154
Essex Financial Services
Connecticut
$5.8M +$697 +5 +0%
Lido Advisors
155
Lido Advisors
California
$5.8M +$435K +3,115 +8%
TPW
156
TL Private Wealth
Texas
$5.66M -$233K -1,668 -4%
SS
157
Sunbelt Securities
Texas
$5.54M +$172K +1,234 +3%
FHC
158
First Horizon Corporation
Tennessee
$5.49M +$5.46M +39,173 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$5.45M -$165K -1,180 -3%
RFC
160
Regions Financial Corp
Alabama
$5.39M +$13.5K +97 +0.3%
WT
161
Whittier Trust
California
$5.35M -$350K -2,512 -6%
SMFG
162
Sumitomo Mitsui Financial Group
Japan
$5.34M -$95.8K -687 -2%
1IA
163
1834 Investment Advisors
Wisconsin
$5.33M +$347K +2,488 +7%
MAWCM
164
Mine & Arao Wealth Creation & Management
California
$5.31M +$153K +1,095 +3%
SF
165
Strategent Financial
Virginia
$5.31M -$102K -731 -2%
BBHC
166
Brown Brothers Harriman & Co
New York
$5.23M -$36.4K -261 -0.7%
SL
167
Salomon & Ludwin
Virginia
$5.03M -$195K -1,400 -4%
WIM
168
Westside Investment Management
California
$5.01M +$80.6K +578 +2%
PWW
169
Pettyjohn Wood & White
Virginia
$4.86M -$55.8K -400 -1%
KWA
170
Kingswood Wealth Advisors
California
$4.79M +$659K +4,727 +16%
Deutsche Bank
171
Deutsche Bank
Germany
$4.71M -$924K -6,625 -16%
FGWP
172
Founders Grove Wealth Partners
Virginia
$4.62M -$88.9K -637 -2%
FCM
173
Firestone Capital Management
Florida
$4.62M +$7.81K +56 +0.2%
NCM
174
Neumann Capital Management
California
$4.61M -$169K -1,208 -4%
JWWM
175
Johnson & White Wealth Management
Pennsylvania
$4.59M -$26.5K -190 -0.6%

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.