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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
WSFS
301
Wilmington Savings Fund Society
Delaware
$2M
SWM
302
Spire Wealth Management
Virginia
$1.98M
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$1.98M
AQR Capital Management
304
AQR Capital Management
Connecticut
$1.97M
IAN
305
Integrated Advisors Network
Texas
$1.97M
DW30
306
Drucker Wealth 3.0
New Jersey
$1.97M
AG
307
Ascent Group
Virginia
$1.97M
Natixis Advisors
308
Natixis Advisors
Massachusetts
$1.97M
LRWA
309
Long Run Wealth Advisors
New York
$1.93M
USB
310
Union Savings Bank
Connecticut
$1.92M
ZF
311
Zhang Financial
Michigan
$1.92M
OIA
312
OneDigital Investment Advisors
Kansas
$1.92M
Vanguard Group
313
Vanguard Group
Pennsylvania
$1.91M
HFA
314
High Falls Advisors
New York
$1.9M
EIG
315
Ellenbecker Investment Group
Wisconsin
$1.88M
PS
316
Principal Securities
Iowa
$1.87M
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$1.87M
AAP
318
Arax Advisory Partners
Colorado
$1.86M
MSWM
319
McGlone Suttner Wealth Management
Wisconsin
$1.85M
VA
320
Valmark Advisers
Ohio
$1.85M
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$1.83M
RWIA
322
Roger Wittlin Investment Advisory
California
$1.83M
RWMG
323
Redwood Wealth Management Group
New Jersey
$1.82M
CMP
324
Coston McIsaac & Partners
Maine
$1.78M
HTC
325
Haverford Trust Company
Pennsylvania
$1.77M