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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 %
SAM
251
Strategy Asset Managers
California
$2.83M +$141K +1,036 +5%
AIP
252
Ameritas Investment Partners
Nebraska
$2.81M -$68.7K -506 -2%
BJL
253
Brighton Jones LLC
Washington
$2.8M +$271K +1,997 +11%
WWM
254
Western Wealth Management
Colorado
$2.73M -$41K -302 -1%
PD
255
Planning Directions
Pennsylvania
$2.72M -$174K -1,279 -6%
HWA
256
Hillcrest Wealth Advisors
New Jersey
$2.71M -$13.6K -100 -0.5%
PWP
257
Principle Wealth Partners
Connecticut
$2.7M +$265K +1,950 +11%
PAS
258
PKS Advisory Services
New York
$2.65M +$17.1K +126 +0.6%
SI
259
Stephens Inc
Arkansas
$2.65M -$378K -2,782 -12%
AAS
260
Ameritas Advisory Services
Nebraska
$2.63M -$3.02M -22,250 -53%
CWMGP
261
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.6M -$433K -3,191 -14%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$3.39K -25 -0.1%
MA
263
Montag & Associates
Georgia
$2.58M -$171K -1,263 -6%
ATC
264
Argent Trust Co
Tennessee
$2.55M
CL
265
Choreo LLC
Illinois
$2.52M -$129K -953 -5%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$2.48M +$2.48M +18,251 New
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$2.47M +$3.72K +27 +0.2%
LOIM
268
Liberty One Investment Management
Illinois
$2.47M +$17.6K +130 +0.7%
VWA
269
Visionary Wealth Advisors
Illinois
$2.45M +$576K +4,247 +31%
S
270
Sachetta
Massachusetts
$2.42M +$1.77K +13 +0.1%
TCA
271
Transcend Capital Advisors
New Jersey
$2.42M -$2.23M -16,419 -48%
DAS
272
Dynamic Advisor Solutions
Arizona
$2.42M -$89.7K -661 -4%
HCA
273
Harbour Capital Advisors
Virginia
$2.4M -$47.8K -345 -2%
MSAM
274
Moloney Securities Asset Management
Missouri
$2.36M -$240K -1,765 -9%
AWM
275
Apollon Wealth Management
South Carolina
$2.36M +$271 +2 +0%