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SPDR S&P Dividend ETF

1,155 hedge funds and large institutions have $9.84B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 346 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
15.49%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.42%
New
76
Increased
346
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 %
Financial Engines Advisors
276
Financial Engines Advisors
California
$2.29M +$1.56M +11,477 +213%
MA
277
Mutual Advisors
Nebraska
$2.29M +$54.5K +390 +2%
SW
278
Simplicity Wealth
New Jersey
$2.21M +$1.76M +12,968 +390%
RIA
279
Retirement Investment Advisors
Oklahoma
$2.21M -$136 -1 -0%
OAM
280
Occidental Asset Management
California
$2.2M
SP
281
Stablepoint Partners
Massachusetts
$2.19M +$18.1K +133 +0.8%
FPCP
282
Fort Point Capital Partners
California
$2.19M +$1.17M +8,591 +113%
CAM
283
Cozad Asset Management
Illinois
$2.19M -$21.4K -158 -1%
CB
284
Centennial Bank
Arkansas
$2.19M -$2.41M -17,755 -52%
BAM
285
Belpointe Asset Management
Nevada
$2.17M +$228K +1,678 +12%
CM
286
Capula Management
Cayman Islands
$2.16M +$2.16M +15,896 New
PWM
287
Pines Wealth Management
North Carolina
$2.15M -$10.1K -73 -0.5%
MAM
288
Madison Asset Management
Wisconsin
$2.12M -$24.4K -180 -1%
AL
289
Aspiriant LLC
California
$2.11M
FFN
290
Focus Financial Network
Minnesota
$2.11M +$11K +81 +0.5%
IP
291
Investment Partners
Ohio
$2.11M
PP
292
PDS Planning
Ohio
$2.09M -$110K -808 -5%
AI
293
Atria Investments
North Carolina
$2.09M +$323K +2,382 +18%
TIAA Trust, National Association
294
TIAA Trust, National Association
North Carolina
$2.08M +$136K +1,001 +7%
ES
295
Eagle Strategies
New York
$2.07M -$57.6K -424 -3%
FWCM
296
Ferguson Wellman Capital Management
Oregon
$2.07M -$600K -4,419 -22%
PAM
297
Peak Asset Management
Colorado
$2.03M +$11.7K +86 +0.6%
ECM
298
Evergreen Capital Management
Washington
$2.01M +$27.1K +200 +1%
AWM
299
Aberdeen Wealth Management
Illinois
$2.01M +$407 +3 +0%
WSFS
300
Wilmington Savings Fund Society
Delaware
$2M +$679 +5 +0%