State Street SPDR S&P Dividend ETF
1,173 hedge funds and large institutions have $8.79B invested in State Street SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 320 increasing their positions, 476 reducing their positions, and 69 closing their positions.
24% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $5.27M
7% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 69
0% more funds holding in top 10
Funds holding in top 10: 39 → 39 (0)
0.51% less ownership
Funds ownership: 44.05% → 43.54% (-0.51%)
2% less funds holding
Funds holding: 1,192 → 1,173 (-19)
8% less capital invested
Capital invested by funds: $9.51B → $8.79B (-$716M)
33% less repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 476
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.5M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$10M |
| 3 |
Rockefeller Capital Management
New York
|
+$6.98M |
| 4 |
IC
IEQ Capital
Foster City,
California
|
+$6.29M |
| 5 |
JIC
Joel Isaacson & Co
New York
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$58.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$50.6M |
| 3 |
JP Morgan Chase
New York
|
-$31.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$24.2M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$23.5M |
SDY Hedge Fund Activity: Q1 2025 in Review
1,173 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2025, worth a combined $8.79B — down 7.5% from $9.51B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SDY positions and 69 closed out — a net gain of 5 holders — while 320 added to existing stakes and 476 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.5M. The largest seller was AssetMark Inc, cutting an estimated $58.6M.
- 1,173 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2025, down from 1,192 in Q4 2024.
- Funds reported $8.79B of State Street SPDR S&P Dividend ETF stock for Q1 2025, down 7.5% quarter-over-quarter.
- 74 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2025 and 69 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2025 was Morgan Stanley, an estimated $10.5M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2025 was AssetMark Inc, an estimated $58.6M sold.
Based on aggregated 13F filings for Q1 2025.