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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 %
CFP
526
Cascade Financial Partners
California
$733K -$11K -81 -1%
AI
527
Accredited Investors
Minnesota
$732K +$66.5K +490 +10%
RWM
528
Ritholtz Wealth Management
New York
$731K +$64.2K +473 +10%
JWBC
529
J.W. Burns & Co
New York
$720K -$5.29K -39 -0.7%
CGPCS
530
Capital Group Private Client Services
California
$714K +$2.71K +20 +0.4%
MWM
531
Meridian Wealth Management
Kentucky
$711K -$48.9K -360 -6%
NCM
532
Noesis Capital Mangement
Florida
$706K -$351K -2,586 -33%
LIA
533
LS Investment Advisors
Michigan
$706K
AWM
534
Atticus Wealth Management
Florida
$704K
PCA
535
Purkiss Capital Advisors
Connecticut
$704K -$43.8K -323 -6%
CA
536
Cambridge Advisors
Nebraska
$698K
SFG
537
SevenBridge Financial Group
Pennsylvania
$692K -$90.6K -649 -12%
Citadel Advisors
538
Citadel Advisors
Florida
$691K -$238K -1,757 -26%
ODIJL
539
One Day In July LLC
Vermont
$689K -$251K -1,850 -27%
PFM
540
Phillips Financial Management
Indiana
$687K
CWMGO
541
Capstone Wealth Management Group (Oregon)
Oregon
$686K +$31.2K +230 +5%
TSWM
542
Triangle Securities Wealth Management
North Carolina
$683K -$136K -999 -17%
HBW
543
Hazlett, Burt & Watson
West Virginia
$682K +$15.3K +113 +2%
OFS
544
OneAscent Financial Services
Alabama
$675K +$117K +848 +21%
MG
545
Mather Group
Illinois
$673K +$71.5K +527 +12%
IA
546
Intellus Advisors
Florida
$672K -$87.4K -644 -12%
ACM
547
AlphaStar Capital Management
North Carolina
$669K +$1.9K +14 +0.3%
Neuberger Berman Group
548
Neuberger Berman Group
New York
$665K -$41K -302 -6%
MWM
549
Modera Wealth Management
New Jersey
$663K +$8.82K +65 +1%
BTWM
550
Baker Tilly Wealth Management
Wisconsin
$662K