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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 %
MOS
276
MGO One Seven
Ohio
$2.33M +$18.6K +137 +0.8%
Financial Engines Advisors
277
Financial Engines Advisors
California
$2.29M +$1.56M +11,477 +213%
MA
278
Mutual Advisors
Nebraska
$2.29M +$54.5K +390 +2%
SW
279
Simplicity Wealth
New Jersey
$2.21M +$1.76M +12,968 +390%
RIA
280
Retirement Investment Advisors
Oklahoma
$2.21M -$136 -1 -0%
OAM
281
Occidental Asset Management
California
$2.2M
SP
282
Stablepoint Partners
Massachusetts
$2.19M +$18.1K +133 +0.8%
FPCP
283
Fort Point Capital Partners
California
$2.19M +$1.17M +8,591 +113%
CAM
284
Cozad Asset Management
Illinois
$2.19M -$21.4K -158 -1%
CB
285
Centennial Bank
Arkansas
$2.19M -$2.41M -17,755 -52%
BAM
286
Belpointe Asset Management
Nevada
$2.17M +$228K +1,678 +12%
CM
287
Capula Management
Cayman Islands
$2.16M +$2.16M +15,896 New
PWM
288
Pines Wealth Management
North Carolina
$2.15M -$10.1K -73 -0.5%
MAM
289
Madison Asset Management
Wisconsin
$2.12M -$24.4K -180 -1%
AL
290
Aspiriant LLC
California
$2.11M
FFN
291
Focus Financial Network
Minnesota
$2.11M +$11K +81 +0.5%
IP
292
Investment Partners
Ohio
$2.11M
PP
293
PDS Planning
Ohio
$2.09M -$110K -808 -5%
AI
294
Atria Investments
North Carolina
$2.09M +$323K +2,382 +18%
TIAA Trust, National Association
295
TIAA Trust, National Association
North Carolina
$2.08M +$136K +1,001 +7%
ES
296
Eagle Strategies
New York
$2.07M -$57.6K -424 -3%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$2.07M -$600K -4,419 -22%
PAM
298
Peak Asset Management
Colorado
$2.03M +$11.7K +86 +0.6%
ECM
299
Evergreen Capital Management
Washington
$2.01M +$27.1K +200 +1%
AWM
300
Aberdeen Wealth Management
Illinois
$2.01M +$407 +3 +0%