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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 %
ACM
551
AlphaStar Capital Management
North Carolina
$667K -$30.1K -222 -4%
HBW
552
Hazlett, Burt & Watson
West Virginia
$667K -$33.8K -249 -5%
RWM
553
Ritholtz Wealth Management
New York
$667K -$109K -803 -14%
AI
554
Accredited Investors
Minnesota
$665K
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$662K
CWMGO
556
Capstone Wealth Management Group (Oregon)
Oregon
$655K +$55.8K +411 +9%
MWM
557
Modera Wealth Management
New Jersey
$654K -$71.2K -525 -10%
CF
558
Centaurus Financial
California
$653K +$111K +820 +21%
SAI
559
Systematic Alpha Investments
New Jersey
$651K
GSIAS
560
Garden State Investment Advisory Services
New Jersey
$646K -$58.6K -432 -8%
BWM
561
BigSur Wealth Management
Florida
$644K
KA
562
Kovack Advisors
Florida
$643K -$386K -2,847 -38%
MSWMA
563
Market Street Wealth Management Advisors
Indiana
$640K -$18.2K -134 -3%
ST
564
Sageworth Trust
Pennsylvania
$634K
BI
565
Berkeley Inc
Idaho
$631K +$271 +2 +0%
DI
566
Disciplined Investments
Oklahoma
$631K
VA
567
Vident Advisory
Georgia
$631K +$12.1K +89 +2%
CCWM
568
Cassaday & Co Wealth Management
Virginia
$629K -$130K -960 -17%
KL
569
KWMG LLC
Kansas
$627K -$32.7K -241 -5%
IAG
570
Investment Advisory Group
Massachusetts
$626K
LA
571
LexAurum Advisors
Kansas
$623K +$18.3K +135 +3%
JIR
572
James Investment Research
Ohio
$621K +$28.5K +210 +5%
HGWM
573
Horst & Graben Wealth Management
Oregon
$619K -$16.3K -120 -3%
ALC
574
Alexander Labrunerie & Co
Missouri
$616K -$36.2K -267 -6%
PWAC
575
Private Wealth Advisors (California)
California
$615K -$8.41K -62 -1%