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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 %
SWM
301
Spire Wealth Management
Virginia
$1.98M -$49.4K -364 -2%
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$4.07K -30 -0.2%
AQR Capital Management
303
AQR Capital Management
Connecticut
$1.97M +$897K +6,611 +83%
IAN
304
Integrated Advisors Network
Texas
$1.97M -$4.34K -32 -0.2%
DW30
305
Drucker Wealth 3.0
New Jersey
$1.97M -$85.9K -620 -4%
AG
306
Ascent Group
Virginia
$1.97M -$3.8K -28 -0.2%
Natixis Advisors
307
Natixis Advisors
Massachusetts
$1.97M -$1.17M -8,652 -37%
LRWA
308
Long Run Wealth Advisors
New York
$1.93M -$26.7K -197 -1%
USB
309
Union Savings Bank
Connecticut
$1.92M -$84.6K -618 -4%
ZF
310
Zhang Financial
Michigan
$1.92M -$360K -2,655 -16%
OIA
311
OneDigital Investment Advisors
Kansas
$1.92M -$26.1K -192 -1%
Vanguard Group
312
Vanguard Group
Pennsylvania
$1.91M +$95K +700 +5%
HFA
313
High Falls Advisors
New York
$1.9M +$1.22K +9 +0.1%
EIG
314
Ellenbecker Investment Group
Wisconsin
$1.88M -$13.7K -101 -0.7%
PS
315
Principal Securities
Iowa
$1.87M +$10.6K +78 +0.6%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$1.87M +$323K +2,381 +21%
AAP
317
Arax Advisory Partners
Colorado
$1.86M +$1.75M +12,907 +1,603%
MSWM
318
McGlone Suttner Wealth Management
Wisconsin
$1.85M -$36.2K -267 -2%
VA
319
Valmark Advisers
Ohio
$1.85M -$16.4K -121 -0.9%
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$1.83M -$209K -1,537 -10%
RWIA
321
Roger Wittlin Investment Advisory
California
$1.83M -$2.04K -15 -0.1%
RWMG
322
Redwood Wealth Management Group
New Jersey
$1.82M -$63.9K -471 -3%
CMP
323
Coston McIsaac & Partners
Maine
$1.78M -$72.9K -537 -4%
HTC
324
Haverford Trust Company
Pennsylvania
$1.77M +$60.4K +445 +4%
Envestnet Portfolio Solutions
325
Envestnet Portfolio Solutions
Illinois
$1.74M -$2.99M -21,996 -63%