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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
HGWM
576
Horst & Graben Wealth Management
Oregon
$614K
RMCM
577
Reynders McVeigh Capital Management
Massachusetts
$614K
WPC
578
Wedmont Private Capital
Pennsylvania
$613K
TCOT
579
Trust Company of Toledo
Ohio
$611K
VWM
580
Venturi Wealth Management
Texas
$609K
SPA
581
Sentinel Pension Advisors
Massachusetts
$606K
IAG
582
Investment Advisory Group
Massachusetts
$605K
SA
583
SRH Advisors
Kansas
$605K
VAS
584
Vestmark Advisory Solutions
Massachusetts
$603K
HCM
585
Hengehold Capital Management
Ohio
$602K
LSA
586
Lion Street Advisors
Texas
$602K
Koshinski Asset Management
587
Koshinski Asset Management
Illinois
$600K
RPC
588
Rossmore Private Capital
Connecticut
$598K
AWM
589
AE Wealth Management
Kansas
$598K
HCM
590
Hilton Capital Management
New York
$596K
CAAS
591
Capital Asset Advisory Services
Michigan
$596K
BCM
592
Beaumont Capital Management
Massachusetts
$595K
MCP
593
Martin Capital Partners
Oregon
$590K
MTIC
594
Missouri Trust & Investment Company
Missouri
$584K
WCM
595
WealthBridge Capital Management
Ohio
$579K
ZIC
596
ZWJ Investment Counsel
Georgia
$577K
EIP
597
Ellis Investment Partners
Pennsylvania
$572K
SPI
598
Sutton Place Investors
New York
$572K
JCM
599
Jacobi Capital Management
Pennsylvania
$571K
AFG
600
Atomi Financial Group
New York
$571K