At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 06/30/2026 reporting period, and noticed that SPDR Series Trust - State Street SPDR S&P Dividend ETF (Symbol: SDY) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SDY positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| PDS Planning Inc | Existing | +9,671 | +$543 |
| Marin Bay Wealth Advisors LLC | NEW | +1,855 | +$527 |
| Weinberger Asset Management Inc | NEW | +14,654 | +$1,473 |
| Janney Montgomery Scott LLC | Existing | +5,348 | +$4,387 |
| Cynosure Group LLC | NEW | +234,630 | +$14,263 |
| National Mutual Insurance Federation of Agricultural Cooperatives | NEW | +9,536,000 | +$838,024 |
| Mccarter Private Wealth Services LLC | NEW | +7,276 | +$667 |
| Beacon Bridge Wealth Partners LLC | Existing | +240,718 | +$14,497 |
| Fifth Third Bancorp | Existing | +3,623,691 | +$249,294 |
| Sage Mountain Advisors LLC | Existing | +270,377 | +$39,972 |
| Wrapmanager Inc. | NEW | +1,369,929 | +$66,794 |
| Maseco LLP | NEW | +37,038 | +$2,307 |
| Patten & Patten Inc. TN | Existing | +210,952 | +$16,758 |
| Adkins Seale Capital Management LLC | Existing | UNCH | +$128 |
| DDD Partners LLC | Existing | +297,682 | +$26,183 |
| Rodgers Brothers Inc. | Existing | UNCH | +$11 |
| White Pine Capital LLC | Existing | +52 | +$79 |
| SHUTTLEWORTH & Co | NEW | +58,247 | +$5,119 |
| King Wealth Management Group | Existing | +3,545 | +$440 |
| Fortune 45 LLC | NEW | +505,866 | +$17,213 |
| Americana Partners LLC | Existing | +73,180 | +$5,297 |
| Gentry Private Wealth LLC | NEW | +266,219 | +$18,319 |
| WBH Advisory Inc. | NEW | +1,600,301 | +$109,190 |
| Prudent Man Advisors LLC | NEW | +111,932 | +$9,524 |
| Schneider Downs Wealth Management Advisors LP | NEW | +52,296 | +$5,047 |
| Promethium Advisors LLC | NEW | +131,967 | +$13,115 |
| United Capital Management of KS Inc. | NEW | +142,599 | +$22,566 |
| Aggregate Change: | +18,806,025 | +$1,481,737 | |
In terms of shares owned, we count 10 of the above funds having increased existing SDY positions from 03/31/2026 to 06/30/2026, with 15 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SDY share count in the aggregate among all of the funds which held SDY at the 06/30/2026 reporting period (out of the 4,102 we looked at in total). We then compared that number to the sum total of SDY shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for SDY. We found that between these two periods, funds reduced their holdings by 9,116,541 shares in the aggregate, from 15,152,483 down to 6,035,942 for a share count decline of approximately -60.17%. The overall top three funds holding SDY on 06/30/2026 were:
| » | Fund | Shares of SDY Held |
|---|---|---|
| 1. | Joel Isaacson & Co. LLC | 2,894,421 |
| 2. | Envestnet Asset Management Inc. | 1,111,642 |
| 3. | Graves Light Lenhart Wealth Inc. | 181,578 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding SDY | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like SPDR Series Trust - State Street SPDR S&P Dividend ETF (Symbol: SDY).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
