State Street SPDR S&P Dividend ETF
1,179 hedge funds and large institutions have $8.95B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 344 increasing their positions, 436 reducing their positions, and 64 closing their positions.
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
0.05% less ownership
Funds ownership: 44.01% → 43.96% (-0.05%)
1% less funds holding
Funds holding: 1,185 → 1,179 (-6)
12% less funds holding in top 10
Funds holding in top 10: 33 → 29 (-4)
21% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 436
22% less capital inflows, than outflows
Capital inflows: $229M | Capital outflows: $294M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$23M |
| 2 |
Coldstream Capital Management
Bellevue,
Washington
|
+$17.4M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13M |
| 4 |
Lanham O'Dell & Company
Hurricane,
West Virginia
|
+$12.8M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$32.7M |
| 2 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$18.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.6M |
| 4 |
1ST Source Bank
South Bend,
Indiana
|
-$17.2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.2M |
SDY Hedge Fund Activity: Q3 2025 in Review
1,179 of the 7,661 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 $8.95B — up 1.8% from $8.8B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SDY positions and 64 closed out — a net gain of 15 holders — while 344 added to existing stakes and 436 trimmed.
The largest buyer was UBS Group, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $32.7M.
- 1,179 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2025, down from 1,185 in Q2 2025.
- Funds reported $8.95B of State Street SPDR S&P Dividend ETF stock for Q3 2025, up 1.8% 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.