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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
AC
526
Addison Capital
Pennsylvania
$749K
APA
527
Astoria Portfolio Advisors
New York
$748K
GC
528
Grimes & Company
Massachusetts
$746K
BFA
529
Beaumont Financial Advisors
Massachusetts
$742K
GLA
530
Good Life Advisors
Pennsylvania
$738K
CFP
531
Cascade Financial Partners
California
$733K
AI
532
Accredited Investors
Minnesota
$732K
RWM
533
Ritholtz Wealth Management
New York
$731K
JWBC
534
J.W. Burns & Co
New York
$720K
CGPCS
535
Capital Group Private Client Services
California
$714K
MWM
536
Meridian Wealth Management
Kentucky
$711K
NCM
537
Noesis Capital Mangement
Florida
$706K
LIA
538
LS Investment Advisors
Michigan
$706K
AWM
539
Atticus Wealth Management
Florida
$704K
PCA
540
Purkiss Capital Advisors
Connecticut
$704K
CA
541
Cambridge Advisors
Nebraska
$698K
SFG
542
SevenBridge Financial Group
Pennsylvania
$692K
Citadel Advisors
543
Citadel Advisors
Florida
$691K
ODIJL
544
One Day In July LLC
Vermont
$689K
PFM
545
Phillips Financial Management
Indiana
$687K
CWMGO
546
Capstone Wealth Management Group (Oregon)
Oregon
$686K
TSWM
547
Triangle Securities Wealth Management
North Carolina
$683K
HBW
548
Hazlett, Burt & Watson
West Virginia
$682K
EPAM
549
Evelyn Partners Asset Management
$682K
OFS
550
OneAscent Financial Services
Alabama
$675K