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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 %
PWP
376
Pursue Wealth Partners
California
$1.38M
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$1.37M -$7.74K -57 -0.6%
PA
378
Pinnacle Associates
New York
$1.34M +$184K +1,356 +16%
V
379
VeraBank
Texas
$1.34M +$1.34M +9,900 New
ACI
380
Alpha Cubed Investments
California
$1.34M +$101K +741 +8%
SMA
381
Sage Mountain Advisors
Georgia
$1.33M -$29.7K -219 -2%
SPC
382
Sigma Planning Corp
Michigan
$1.32M +$679 +5 +0.1%
KeyBank National Association
383
KeyBank National Association
Ohio
$1.31M -$79.8K -588 -6%
PAM
384
Palisade Asset Management
Minnesota
$1.31M
AWP
385
Axis Wealth Partners
Rhode Island
$1.31M +$216K +1,591 +20%
WCM
386
Winebrenner Capital Management
Kentucky
$1.3M +$19.5K +144 +2%
AWG
387
Altus Wealth Group
Colorado
$1.3M +$8.69K +64 +0.7%
CIA
388
Compass Ion Advisors
Pennsylvania
$1.29M +$2.58K +19 +0.2%
DWM
389
Dakota Wealth Management
Florida
$1.29M
SFPG
390
Stonebridge Financial Planning Group
Florida
$1.29M +$814 +6 +0.1%
CCA
391
Conservest Capital Advisors
Pennsylvania
$1.28M -$18.5K -136 -1%
FA
392
Flagstar Advisors
New York
$1.28M -$81.3K -599 -6%
SF
393
Summit Financial
New Jersey
$1.28M -$19.5K -144 -2%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$1.27M -$91.5K -674 -7%
GWM
395
Geneos Wealth Management
Colorado
$1.27M -$1.51M -11,149 -54%
MLFP
396
MPS Loria Financial Planners
Illinois
$1.27M -$115K -846 -8%
SW
397
SlateStone Wealth
Florida
$1.27M -$104K -763 -8%
RIA
398
Richwood Investment Advisors
Ohio
$1.25M -$2.72K -20 -0.2%
CAL
399
Capital Analysts LLC
Pennsylvania
$1.25M +$38K +280 +3%
VCA
400
Verdence Capital Advisors
Maryland
$1.25M -$24K -177 -2%