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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
SAM
251
Strategy Asset Managers
California
$2.83M
AIP
252
Ameritas Investment Partners
Nebraska
$2.81M
BJL
253
Brighton Jones LLC
Washington
$2.8M
WWM
254
Western Wealth Management
Colorado
$2.73M
PD
255
Planning Directions
Pennsylvania
$2.72M
HWA
256
Hillcrest Wealth Advisors
New Jersey
$2.71M
PWP
257
Principle Wealth Partners
Connecticut
$2.7M
PAS
258
PKS Advisory Services
New York
$2.65M
SI
259
Stephens Inc
Arkansas
$2.65M
AAS
260
Ameritas Advisory Services
Nebraska
$2.63M
CWMGP
261
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.6M
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M
MA
263
Montag & Associates
Georgia
$2.58M
ATC
264
Argent Trust Co
Tennessee
$2.55M
CL
265
Choreo LLC
Illinois
$2.52M
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$2.48M
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$2.47M
LOIM
268
Liberty One Investment Management
Illinois
$2.47M
VWA
269
Visionary Wealth Advisors
Illinois
$2.45M
S
270
Sachetta
Massachusetts
$2.42M
TCA
271
Transcend Capital Advisors
New Jersey
$2.42M
DAS
272
Dynamic Advisor Solutions
Arizona
$2.42M
HCA
273
Harbour Capital Advisors
Virginia
$2.4M
MSAM
274
Moloney Securities Asset Management
Missouri
$2.36M
AWM
275
Apollon Wealth Management
South Carolina
$2.36M