SDY icon

State Street SPDR S&P Dividend ETF

1,216 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 353 increasing their positions, 418 reducing their positions, and 45 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.93% more ownership

Funds ownership: 43.87%45.79% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
201
Novem Group
New York
$4.04M
BDF
202
Black Diamond Financial
Maryland
$3.96M
BPWM
203
Badgley Phelps Wealth Managers
Washington
$3.92M
VWM
204
Valley Wealth Managers
New Jersey
$3.91M
CPIG
205
Chicago Partners Investment Group
Illinois
$3.87M
BWFA
206
Baltimore-Washington Financial Advisors
Maryland
$3.87M
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$3.8M
DC
208
Davenport & Co
Virginia
$3.76M
LFG
209
Larson Financial Group
Missouri
$3.73M
SFG
210
Shum Financial Group
California
$3.69M
MF
211
Meridian Financial
Massachusetts
$3.66M
WA
212
Waverly Advisors
Alabama
$3.63M
AQR Capital Management
213
AQR Capital Management
Connecticut
$3.6M
CNBT
214
Canandaigua National Bank & Trust
New York
$3.6M
AMG
215
Asset Management Group
Connecticut
$3.56M
CIA
216
Concurrent Investment Advisors
Florida
$3.56M
CTC
217
Central Trust Company
Missouri
$3.56M
FPH
218
Financial Planning Hawaii
Hawaii
$3.49M
FCH
219
Freestone Capital Holdings
Washington
$3.47M
PCIA
220
Prime Capital Investment Advisors
Kansas
$3.45M
SCA
221
Snowden Capital Advisors
New York
$3.43M
IBOK
222
Independence Bank of Kentucky
Kentucky
$3.41M
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$3.39M
DADC
224
D.A. Davidson & Co
Montana
$3.38M
JWCA
225
J.W. Cole Advisors
Florida
$3.38M