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SPDR S&P Dividend ETF

1,160 hedge funds and large institutions have $8.74B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 428 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $8.75B → $8.74B (-$12.1M)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 428

Holders
1,160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$3.22M
SCM
227
Sage Capital Management
New Jersey
$3.21M
CIA
228
Concurrent Investment Advisors
Florida
$3.21M
AFA
229
AA Financial Advisors
Ohio
$3.18M
DADC
230
D.A. Davidson & Co
Montana
$3.16M
GL
231
Graypoint LLC
New York
$3.15M
TCFP
232
Treasure Coast Financial Planning
Florida
$3.12M
CST
233
Charles Schwab Trust
Nevada
$3.09M
BlackRock
234
BlackRock
New York
$3.06M
MBTD
235
Mechanics Bank - Trust Department
California
$3.06M
TFCP
236
Twin Focus Capital Partners
Massachusetts
$3.04M
IWC
237
Integrated Wealth Concepts
Massachusetts
$3.02M
ASN
238
Advisory Services Network
Georgia
$2.98M
SCA
239
Snowden Capital Advisors
New York
$2.98M
WF
240
Welch & Forbes
Massachusetts
$2.97M
BIP
241
Blueprint Investment Partners
North Carolina
$2.95M
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$2.94M
CIC
243
Carnegie Investment Counsel
Ohio
$2.94M
PI
244
PFG Investments
New York
$2.92M
SMAM
245
Sugar Maple Asset Management
Wisconsin
$2.89M
PFS
246
Prospera Financial Services
Texas
$2.89M
SFA
247
Sequoia Financial Advisors
Ohio
$2.88M
RBC
248
Roble Belko & Company
Pennsylvania
$2.87M
FNBT
249
FineMark National Bank & Trust
Florida
$2.87M
NCM
250
Narwhal Capital Management
Georgia
$2.85M