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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 %
PTC
551
Private Trust Company
Ohio
$660K -$31.8K -234 -5%
SAI
552
Systematic Alpha Investments
New Jersey
$652K
KWM
553
Kaydan Wealth Management
Michigan
$650K -$35.3K -260 -5%
AA
554
Ashford Advisors
New York
$649K -$755K -2,152 -54%
EFG
555
Ehrlich Financial Group
California
$643K -$24.7K -182 -4%
GKWIM
556
Gerber Kawasaki Wealth & Investment Management
California
$642K -$34.8K -256 -5%
YIH
557
Y-Intercept (HK)
Hong Kong
$641K +$641K +4,719 New
WS
558
Wedbush Securities
California
$640K -$38K -280 -6%
EFG
559
Everhart Financial Group
Ohio
$640K +$438K +3,228 +217%
SG
560
StoneX Group
New York
$633K -$246K -1,816 -28%
DI
561
Disciplined Investments
Oklahoma
$632K
VA
562
Vident Advisory
Georgia
$631K
ST
563
Sageworth Trust
Pennsylvania
$630K -$4.48K -33 -0.7%
CCWM
564
Cassaday & Co Wealth Management
Virginia
$629K
KA
565
Kovack Advisors
Florida
$627K -$15.9K -117 -2%
LA
566
LexAurum Advisors
Kansas
$627K +$4.07K +30 +0.7%
KL
567
KWMG LLC
Kansas
$627K
BI
568
Berkeley Inc
Idaho
$625K -$6.38K -47 -1%
PP
569
Patron Partners
Texas
$625K -$175K -1,286 -22%
JIR
570
James Investment Research
Ohio
$622K
ALC
571
Alexander Labrunerie & Co
Missouri
$616K
PWAC
572
Private Wealth Advisors (California)
California
$616K +$679 +5 +0.1%
UBV
573
United Bank (Virginia)
Virginia
$615K +$615K +4,529 New
MSWMA
574
Market Street Wealth Management Advisors
Indiana
$614K -$25.4K -187 -4%
HGWM
575
Horst & Graben Wealth Management
Oregon
$614K -$5.57K -41 -0.9%