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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
HWM
401
Howard Wealth Management
Connecticut
$1.25M
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M
PCA
403
Pallas Capital Advisors
Massachusetts
$1.25M
CAI
404
Capital Advisors Inc
Oklahoma
$1.25M
STA
405
Summit Trail Advisors
New York
$1.24M
WF
406
Warner Financial
Maryland
$1.24M
SMC
407
Smith, Moore & Co
Missouri
$1.24M
HTIM
408
Harbour Trust & Investment Management
Indiana
$1.24M
PIMG
409
Patriot Investment Management Group
Tennessee
$1.23M
BRWA
410
B. Riley Wealth Advisors
Florida
$1.22M
WP
411
Westmount Partners
California
$1.22M
CT
412
Coastline Trust
Rhode Island
$1.22M
PSF
413
Pacific Sun Financial
California
$1.22M
HNWAG
414
High Net Worth Advisory Group
Florida
$1.21M
VA
415
VestGen Advisors
Illinois
$1.21M
SFG
416
Seamount Financial Group
Colorado
$1.2M
BCFS
417
Butensky & Cohen Financial Security
Florida
$1.2M
WCG
418
Weaver Consulting Group
California
$1.19M
BFC
419
Blue Fin Capital
Rhode Island
$1.18M
FFP
420
Freedom Financial Partners
Minnesota
$1.18M
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
OCM
424
One Capital Management
California
$1.15M
BOJHT
425
Bank of Jackson Hole Trust
Wyoming
$1.15M