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State Street SPDR S&P Dividend ETF

1,172 hedge funds and large institutions have $8.94B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 340 increasing their positions, 435 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

2% more capital invested

Capital invested by funds: $8.79B → $8.94B (+$149M)

0.05% less ownership

Funds ownership: 43.94%43.88% (-0.05%)

1% less funds holding

Funds holding: 1,1791,172 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 435

Holders
1,172
Holders Change
-7
Holders Change %
-0.59%
% of All Funds
15.38%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
79
Increased
340
Reduced
435
Closed
64
Calls
$8.29M
Puts
$4.03M
Net Calls
+$4.26M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.03B -$6.7M -48,028 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$665M -$3.67M -26,325 -0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$436M -$2.35M -16,869 -0.5%
LPL Financial
4
LPL Financial
California
$425M +$2.85M +20,412 +0.7%
JIC
5
Joel Isaacson & Co
New York
$374M +$3.09M +22,123 +0.8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$301M -$5.67M -40,654 -2%
Wells Fargo
7
Wells Fargo
California
$285M -$8.03M -57,532 -3%
UBS Group
8
UBS Group
Switzerland
$243M +$23M +165,053 +11%
Ameriprise
9
Ameriprise
Minnesota
$217M -$7.17M -51,390 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$195M -$7.87M -56,409 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$152M -$17.6M -126,071 -10%
RBA
12
Richard Bernstein Advisors
New York
$144M -$5.02M -35,958 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$135M -$10.2M -72,947 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$133M -$5.34M -38,248 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$111M +$13M +93,276 +13%
MCM
16
MAI Capital Management
Ohio
$108M +$739K +5,300 +0.7%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$108M +$1.17M +8,380 +1%
Truist Financial
18
Truist Financial
North Carolina
$105M -$8.69M -62,294 -8%
DWM
19
Destination Wealth Management
California
$97.8M -$87.9K -630 -0.1%
1SB
20
1ST Source Bank
Indiana
$85.1M -$17.2M -123,604 -17%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$84.6M -$5.23M -37,465 -6%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$81.8M +$1.36M +9,785 +2%
CIA
23
Capital Investment Advisors
Georgia
$71.5M -$593K -4,249 -0.8%
HighTower Advisors
24
HighTower Advisors
Illinois
$68.3M +$793K +5,687 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$67.6M -$6.4M -45,900 -9%

SDY Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,619 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 $8.94B — up 1.7% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SDY positions and 64 closed out — a net gain of 15 holders — while 340 added to existing stakes and 435 trimmed.

The largest buyer was UBS Group, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $32.7M.

  • 1,172 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2025, down from 1,179 in Q2 2025.
  • Funds reported $8.94B of State Street SPDR S&P Dividend ETF stock for Q3 2025, up 1.7% 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.