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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
CWM
201
Congress Wealth Management
Massachusetts
$3.87M -$213K -1,608 -5%
NP
202
NorthRock Partners
Minnesota
$3.85M -$302K -2,281 -7%
WA
203
Waverly Advisors
Alabama
$3.81M -$66.8K -504 -2%
BC
204
Broadwater Capital
Massachusetts
$3.8M +$500K +3,772 +13,471%
AF
205
Allworth Financial
California
$3.8M +$216K +1,629 +6%
LAM
206
Lewis Asset Management
California
$3.79M +$413K +3,115 +13%
FFP
207
Forbes Financial Planning
Rhode Island
$3.74M -$1.41M -10,643 -28%
CNBT
208
Canandaigua National Bank & Trust
New York
$3.68M -$91.1K -687 -2%
BPWM
209
Badgley Phelps Wealth Managers
Washington
$3.66M -$105K -790 -3%
LFG
210
Larson Financial Group
Missouri
$3.66M +$63.9K +482 +2%
FA
211
FDx Advisors
Illinois
$3.65M -$51.2K -386 -1%
GFG
212
Greenberg Financial Group
Arizona
$3.64M +$97.7K +737 +3%
1832 Asset Management
213
1832 Asset Management
Ontario, Canada
$3.6M -$599K -4,518 -15%
Citigroup
214
Citigroup
New York
$3.59M +$183K +1,377 +5%
MF
215
Meridian Financial
Massachusetts
$3.57M +$216K +1,627 +7%
DBIA
216
Dumont & Blake Investment Advisors
New Jersey
$3.49M -$6.5K -49 -0.2%
FWM
217
FSA Wealth Management
Massachusetts
$3.44M -$74K -558 -2%
AWA
218
Arkadios Wealth Advisors
Georgia
$3.43M +$669K +5,043 +25%
DWM
219
Denver Wealth Management
Colorado
$3.43M -$123K -926 -4%
PCIA
220
Prime Capital Investment Advisors
Kansas
$3.42M -$474K -3,577 -12%
AMG
221
Asset Management Group
Connecticut
$3.42M +$21.7K +164 +0.7%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$3.42M -$212K -1,600 -6%
Kovitz Investment Group Partners
223
Kovitz Investment Group Partners
Illinois
$3.38M +$622K +4,692 +23%
FCH
224
Freestone Capital Holdings
Washington
$3.37M -$119K -899 -3%
IBOK
225
Independence Bank of Kentucky
Kentucky
$3.33M

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.