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SPDR S&P Dividend ETF

1,160 hedge funds and large institutions have $8.74B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 428 reducing their positions, and 51 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% less capital invested

Capital invested by funds: $8.75B → $8.74B (-$12.1M)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 428

Holders
1,160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$662K
PTC
552
Private Trust Company
Ohio
$660K
SAI
553
Systematic Alpha Investments
New Jersey
$652K
KWM
554
Kaydan Wealth Management
Michigan
$650K
AA
555
Ashford Advisors
New York
$649K
EFG
556
Ehrlich Financial Group
California
$643K
GKWIM
557
Gerber Kawasaki Wealth & Investment Management
California
$642K
YIH
558
Y-Intercept (HK)
Hong Kong
$641K
WS
559
Wedbush Securities
California
$640K
EFG
560
Everhart Financial Group
Ohio
$640K
SG
561
StoneX Group
New York
$633K
DI
562
Disciplined Investments
Oklahoma
$632K
VA
563
Vident Advisory
Georgia
$631K
ST
564
Sageworth Trust
Pennsylvania
$630K
CCWM
565
Cassaday & Co Wealth Management
Virginia
$629K
KA
566
Kovack Advisors
Florida
$627K
LA
567
LexAurum Advisors
Kansas
$627K
KL
568
KWMG LLC
Kansas
$627K
BI
569
Berkeley Inc
Idaho
$625K
PP
570
Patron Partners
Texas
$625K
JIR
571
James Investment Research
Ohio
$622K
ALC
572
Alexander Labrunerie & Co
Missouri
$616K
PWAC
573
Private Wealth Advisors (California)
California
$616K
UBV
574
United Bank (Virginia)
Virginia
$615K
MSWMA
575
Market Street Wealth Management Advisors
Indiana
$614K