SDY icon

State Street SPDR S&P Dividend ETF

1,219 hedge funds and large institutions have $9.26B invested in State Street SPDR S&P Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 434 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.14% less ownership

Funds ownership: 45.88%44.75% (-1.1%)

12% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $13.2M

18% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 434

Holders
1,219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.6M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
151
Shulman DeMeo Asset Management
New York
$6.28M
AWA
152
Arkadios Wealth Advisors
Georgia
$6.25M
CAM
153
Cresset Asset Management
Illinois
$6.25M
MYIA
154
Mount Yale Investment Advisors
Colorado
$6.23M
KWA
155
Kingswood Wealth Advisors
California
$6.22M
MAWCM
156
Mine & Arao Wealth Creation & Management
California
$6.21M
SWM
157
Shrier Wealth Management
California
$6.02M
TPW
158
TL Private Wealth
Texas
$5.93M
AQR Capital Management
159
AQR Capital Management
Connecticut
$5.84M
EFS
160
Essex Financial Services
Connecticut
$5.83M
SS
161
Sunbelt Securities
Texas
$5.82M
BBHC
162
Brown Brothers Harriman & Co
New York
$5.81M
HFRG
163
Houlihan Financial Resource Group
Virginia
$5.71M
FHC
164
First Horizon Corporation
Tennessee
$5.7M
WIM
165
Westside Investment Management
California
$5.63M
CFG
166
Citizens Financial Group
Rhode Island
$5.51M
RFC
167
Regions Financial Corp
Alabama
$5.46M
KPWS
168
Kestra Private Wealth Services
Texas
$5.43M
TPWM
169
Torrey-Payne Wealth Management
California
$5.37M
FHA
170
Flagship Harbor Advisors
Massachusetts
$5.33M
AAS
171
Ameritas Advisory Services
Nebraska
$5.22M
SL
172
Salomon & Ludwin
Virginia
$5.11M
EWA
173
EP Wealth Advisors
California
$5.03M
VAS
174
Vestmark Advisory Solutions
Massachusetts
$5M
ST
175
Smithfield Trust
Pennsylvania
$4.99M