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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
MOS
276
MGO One Seven
Ohio
$2.33M
Financial Engines Advisors
277
Financial Engines Advisors
California
$2.29M
MA
278
Mutual Advisors
Nebraska
$2.29M
SW
279
Simplicity Wealth
New Jersey
$2.21M
RIA
280
Retirement Investment Advisors
Oklahoma
$2.21M
OAM
281
Occidental Asset Management
California
$2.2M
SP
282
Stablepoint Partners
Massachusetts
$2.19M
FPCP
283
Fort Point Capital Partners
California
$2.19M
CAM
284
Cozad Asset Management
Illinois
$2.19M
CB
285
Centennial Bank
Arkansas
$2.19M
BAM
286
Belpointe Asset Management
Nevada
$2.17M
CM
287
Capula Management
Cayman Islands
$2.16M
PWM
288
Pines Wealth Management
North Carolina
$2.15M
MAM
289
Madison Asset Management
Wisconsin
$2.12M
AL
290
Aspiriant LLC
California
$2.11M
FFN
291
Focus Financial Network
Minnesota
$2.11M
IP
292
Investment Partners
Ohio
$2.11M
PP
293
PDS Planning
Ohio
$2.09M
AI
294
Atria Investments
North Carolina
$2.09M
TIAA Trust, National Association
295
TIAA Trust, National Association
North Carolina
$2.08M
ES
296
Eagle Strategies
New York
$2.07M
FWCM
297
Ferguson Wellman Capital Management
Oregon
$2.07M
PAM
298
Peak Asset Management
Colorado
$2.03M
ECM
299
Evergreen Capital Management
Washington
$2.01M
AWM
300
Aberdeen Wealth Management
Illinois
$2.01M