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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
AWA
476
Arete Wealth Advisors
Illinois
$887K
BFS
477
Bradley Foster & Sargent
Connecticut
$885K
LSIA
478
LaSalle St. Investment Advisors
Illinois
$882K
FAIM
479
Financial Advocates Investment Management
Washington
$879K
GWM
480
Greenhouse Wealth Management
Connecticut
$874K
NW
481
NewEdge Wealth
Pennsylvania
$874K
PBO
482
Peoples Bank (Ohio)
Ohio
$869K
SHFA
483
SC&H Financial Advisors
Maryland
$868K
RA
484
RFG Advisory
Alabama
$860K
EWM
485
Empirical Wealth Management
Washington
$858K
SWA
486
Stratos Wealth Advisors
Ohio
$857K
MA
487
MKT Advisors
California
$856K
FFA
488
Farther Finance Advisors
California
$843K
FT
489
Fiduciary Trust
Massachusetts
$835K
LSPW
490
Lake Street Private Wealth
Illinois
$835K
EW
491
Evoke Wealth
California
$835K
JWA
492
JFS Wealth Advisors
Pennsylvania
$831K
SB
493
Semitam Bonam
New York
$827K
HFS
494
Heritage Financial Services
Massachusetts
$826K
AM
495
AGF Management
Ontario, Canada
$825K
NCFG
496
New Century Financial Group
New Jersey
$821K
S
497
SignatureFD
Georgia
$820K
TFG
498
Taylor Financial Group
Virginia
$818K
GIA
499
Guyasuta Investment Advisors
Pennsylvania
$818K
GFM
500
GEN Financial Management
Minnesota
$816K