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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
CWM
451
Calamos Wealth Management
Illinois
$1.02M
MC
452
Moors & Cabot
Massachusetts
$990K
MA
453
MAS Advisors
Florida
$990K
BPWM
454
BCS Private Wealth Management
New Jersey
$989K
AIFAIM
455
American Institute for Advanced Investment Management
Arizona
$975K
CCM
456
Cambridge Capital Management
Illinois
$972K
CFMC
457
Curbstone Financial Management Corp
New Hampshire
$970K
BFPW
458
BOK Financial Private Wealth
Colorado
$961K
OBWP
459
O'Brien Wealth Partners
Massachusetts
$958K
NG
460
Norden Group
Utah
$955K
FWM
461
Forza Wealth Management
Florida
$950K
AAG
462
Armstrong Advisory Group
Massachusetts
$940K
CW
463
CreativeOne Wealth
Kansas
$938K
GIM
464
Glenmede Investment Management
Pennsylvania
$935K
AFP
465
Ausdal Financial Partners
Iowa
$931K
NFC
466
Northeast Financial Consultants
Connecticut
$928K
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$922K
RWB
468
RMR Wealth Builders
New Jersey
$918K
IF
469
Intrua Financial
Texas
$916K
KWM
470
Kingsview Wealth Management
Oregon
$914K
CAC
471
Certified Advisory Corp
Florida
$914K
VFA
472
Valeo Financial Advisors
Indiana
$908K
TFS
473
Thoroughbred Financial Services
Tennessee
$904K
HWA
474
HHM Wealth Advisors
Tennessee
$892K
IAIM
475
International Assets Investment Management
Florida
$888K