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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
PWP
376
Pursue Wealth Partners
California
$1.38M
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$1.37M
PA
378
Pinnacle Associates
New York
$1.34M
V
379
VeraBank
Texas
$1.34M
ACI
380
Alpha Cubed Investments
California
$1.34M
SMA
381
Sage Mountain Advisors
Georgia
$1.33M
SPC
382
Sigma Planning Corp
Michigan
$1.32M
KeyBank National Association
383
KeyBank National Association
Ohio
$1.31M
PAM
384
Palisade Asset Management
Minnesota
$1.31M
AWP
385
Axis Wealth Partners
Rhode Island
$1.31M
WCM
386
Winebrenner Capital Management
Kentucky
$1.3M
AWG
387
Altus Wealth Group
Colorado
$1.3M
CIA
388
Compass Ion Advisors
Pennsylvania
$1.29M
DWM
389
Dakota Wealth Management
Florida
$1.29M
SFPG
390
Stonebridge Financial Planning Group
Florida
$1.29M
CCA
391
Conservest Capital Advisors
Pennsylvania
$1.28M
FA
392
Flagstar Advisors
New York
$1.28M
SF
393
Summit Financial
New Jersey
$1.28M
ATPW
394
Ashton Thomas Private Wealth
Arizona
$1.27M
GWM
395
Geneos Wealth Management
Colorado
$1.27M
MLFP
396
MPS Loria Financial Planners
Illinois
$1.27M
SW
397
SlateStone Wealth
Florida
$1.26M
RIA
398
Richwood Investment Advisors
Ohio
$1.25M
CAL
399
Capital Analysts LLC
Pennsylvania
$1.25M
VCA
400
Verdence Capital Advisors
Maryland
$1.25M