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SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.66%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Shares
Change %
SI
526
Saxon Interests
Texas
$751K +$57.3K +422 +8%
PCA
527
Purkiss Capital Advisors
Connecticut
$747K -$7.46K -55 -1%
CFP
528
Cascade Financial Partners
California
$744K -$7.06K -52 -0.9%
NW
529
NewEdge Wealth
Pennsylvania
$742K +$136 +1 +0%
GC
530
Grimes & Company
Massachusetts
$742K +$3.66K +27 +0.5%
FT
531
Fiduciary Trust
Massachusetts
$739K -$1.58M -11,650 -68%
BFA
532
Beaumont Financial Advisors
Massachusetts
$733K +$39.9K +294 +6%
Financial Engines Advisors
533
Financial Engines Advisors
California
$731K -$2.71K -20 -0.4%
JWBC
534
J.W. Burns & Co
New York
$725K -$25K -184 -3%
CGPCS
535
Capital Group Private Client Services
California
$711K +$2.99K +22 +0.4%
MADFP
536
Michael A Dubis Financial Planning
Wisconsin
$709K
Neuberger Berman Group
537
Neuberger Berman Group
New York
$706K -$236K -1,741 -25%
LIA
538
LS Investment Advisors
Michigan
$706K -$63.1K -465 -8%
AWM
539
Atticus Wealth Management
Florida
$704K
CA
540
Cambridge Advisors
Nebraska
$698K
PTC
541
Private Trust Company
Ohio
$692K -$11K -81 -2%
RMCM
542
Reynders McVeigh Capital Management
Massachusetts
$691K -$6.78K -50 -1%
UPS
543
UHLMANN PRICE SECURITIES
Illinois
$687K +$543 +4 +0.1%
SWM
544
SeaCrest Wealth Management
New York
$687K +$1.63K +12 +0.2%
PFM
545
Phillips Financial Management
Indiana
$686K
KWM
546
Kaydan Wealth Management
Michigan
$685K -$678 -5 -0.1%
WS
547
Wedbush Securities
California
$678K -$46.9K -346 -6%
FPGK
548
Financial Partners Group (Kansas)
Kansas
$678K -$184K -1,354 -21%
GKWIM
549
Gerber Kawasaki Wealth & Investment Management
California
$676K +$158K +1,167 +31%
EFG
550
Ehrlich Financial Group
California
$667K -$4.89K -36 -0.7%