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SPDR S&P Dividend ETF

1,156 hedge funds and large institutions have $9.87B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 347 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
15.5%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
347
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
226
Perigon Wealth Management
California
$3.22M +$235K +1,733 +8%
SCM
227
Sage Capital Management
New Jersey
$3.21M -$93.2K -687 -3%
CIA
228
Concurrent Investment Advisors
Florida
$3.21M +$840K +6,187 +35%
AFA
229
AA Financial Advisors
Ohio
$3.18M -$798K -5,879 -20%
DADC
230
D.A. Davidson & Co
Montana
$3.16M -$8.82K -65 -0.3%
GL
231
Graypoint LLC
New York
$3.15M +$49.3K +363 +2%
TCFP
232
Treasure Coast Financial Planning
Florida
$3.12M +$46.3K +341 +2%
CST
233
Charles Schwab Trust
Nevada
$3.09M -$616K -4,542 -17%
BlackRock
234
BlackRock
New York
$3.06M -$6.52K -48 -0.2%
MBTD
235
Mechanics Bank - Trust Department
California
$3.06M -$581K -4,278 -16%
TFCP
236
Twin Focus Capital Partners
Massachusetts
$3.04M +$133K +978 +5%
IWC
237
Integrated Wealth Concepts
Massachusetts
$3.02M +$86.3K +636 +3%
ASN
238
Advisory Services Network
Georgia
$2.98M +$158K +1,151 +6%
SCA
239
Snowden Capital Advisors
New York
$2.98M +$97.6K +719 +3%
WF
240
Welch & Forbes
Massachusetts
$2.97M
BIP
241
Blueprint Investment Partners
North Carolina
$2.95M +$2.95M +21,719 New
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$2.94M +$1.36M +9,989 +85%
CIC
243
Carnegie Investment Counsel
Ohio
$2.94M -$71.4K -526 -2%
PI
244
PFG Investments
New York
$2.92M -$148K -1,090 -5%
SMAM
245
Sugar Maple Asset Management
Wisconsin
$2.89M -$855K -6,300 -23%
PFS
246
Prospera Financial Services
Texas
$2.89M -$535K -3,936 -16%
SFA
247
Sequoia Financial Advisors
Ohio
$2.88M -$214K -1,573 -7%
RBC
248
Roble Belko & Company
Pennsylvania
$2.87M +$295K +2,172 +11%
FNBT
249
FineMark National Bank & Trust
Florida
$2.87M -$251K -1,850 -8%
NCM
250
Narwhal Capital Management
Georgia
$2.85M