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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 %
HWM
401
Howard Wealth Management
Connecticut
$1.25M -$12.8K -94 -1%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$45.6K +336 +4%
PCA
403
Pallas Capital Advisors
Massachusetts
$1.25M +$19.4K +143 +2%
CAI
404
Capital Advisors Inc
Oklahoma
$1.25M -$47.5K -350 -4%
STA
405
Summit Trail Advisors
New York
$1.24M
WF
406
Warner Financial
Maryland
$1.24M -$66.5K -490 -5%
SMC
407
Smith, Moore & Co
Missouri
$1.24M -$77.6K -572 -6%
HTIM
408
Harbour Trust & Investment Management
Indiana
$1.24M -$17.6K -130 -1%
PIMG
409
Patriot Investment Management Group
Tennessee
$1.23M +$271 +2 +0%
BRWA
410
B. Riley Wealth Advisors
Florida
$1.22M +$1.22M +9,021 New
WP
411
Westmount Partners
California
$1.22M +$4.07K +30 +0.3%
CT
412
Coastline Trust
Rhode Island
$1.22M
PSF
413
Pacific Sun Financial
California
$1.22M -$53.6K -395 -4%
HNWAG
414
High Net Worth Advisory Group
Florida
$1.21M +$1.09K +8 +0.1%
VA
415
VestGen Advisors
Illinois
$1.21M
SFG
416
Seamount Financial Group
Colorado
$1.2M +$128K +940 +12%
BCFS
417
Butensky & Cohen Financial Security
Florida
$1.2M +$46.3K +341 +4%
WCG
418
Weaver Consulting Group
California
$1.19M +$70.6K +520 +6%
BFC
419
Blue Fin Capital
Rhode Island
$1.18M +$1.18M +8,716 New
FFP
420
Freedom Financial Partners
Minnesota
$1.18M +$6.65K +49 +0.6%
RG
421
Rathbones Group
United Kingdom
$1.18M
PVAMC
422
PPS&V Asset Management Consultants
Michigan
$1.16M
APIM
423
Agate Pass Investment Management
Washington
$1.16M -$1.36K -10 -0.1%
OCM
424
One Capital Management
California
$1.15M +$12.9K +95 +1%
BOJHT
425
Bank of Jackson Hole Trust
Wyoming
$1.15M +$172K +1,264 +18%