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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 %
VWM
576
Venturi Wealth Management
Texas
$611K -$76.4K -563 -11%
HCM
577
Hengehold Capital Management
Ohio
$608K +$56.8K +419 +10%
SA
578
SRH Advisors
Kansas
$605K -$345K -2,545 -36%
CAAS
579
Capital Asset Advisory Services
Michigan
$604K -$33.1K -243 -5%
MG
580
Mather Group
Illinois
$601K +$36.4K +268 +6%
SFS
581
Sowell Financial Services
Arkansas
$598K +$598K +4,411 New
SPA
582
Sentinel Pension Advisors
Massachusetts
$598K
RPC
583
Rossmore Private Capital
Connecticut
$598K +$33.9K +250 +6%
AWM
584
AE Wealth Management
Kansas
$597K -$24.2K -178 -4%
ZIC
585
ZWJ Investment Counsel
Georgia
$597K -$13K -96 -2%
HCM
586
Hilton Capital Management
New York
$596K
Charles Schwab
587
Charles Schwab
California
$595K -$149K -1,097 -20%
MTIC
588
Missouri Trust & Investment Company
Missouri
$588K -$8.82K -65 -1%
KFI
589
Key Financial Inc
Pennsylvania
$585K
GPW
590
Genesis Private Wealth
Virginia
$582K -$22.4K -165 -4%
CCM
591
Coldstream Capital Management
Washington
$582K -$134K -989 -19%
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$581K -$46.1K -340 -7%
BTI
593
Blue Trust Inc
Georgia
$576K +$169K +1,246 +42%
SPI
594
Sutton Place Investors
New York
$573K
VFA
595
Valeo Financial Advisors
Indiana
$572K -$4.88K -36 -0.8%
EIP
596
Ellis Investment Partners
Pennsylvania
$571K +$1.09K +8 +0.2%
AFG
597
Atomi Financial Group
New York
$570K -$6.65K -49 -1%
CCA
598
Childress Capital Advisors
Texas
$569K -$51K -376 -8%
JCM
599
Jacobi Capital Management
Pennsylvania
$569K +$11.5K +85 +2%
HFP
600
Holistic Financial Partners
Indiana
$567K +$2.85K +21 +0.5%