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State Street SPDR S&P Dividend ETF

1,169 hedge funds and large institutions have $8.78B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 434 reducing their positions, and 52 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: $8.78B → $8.78B (-$2.29M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 434

Holders
1,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
WCM
601
WealthBridge Capital Management
Ohio
$579K
ZIC
602
ZWJ Investment Counsel
Georgia
$577K
EIP
603
Ellis Investment Partners
Pennsylvania
$572K
SPI
604
Sutton Place Investors
New York
$572K
JCM
605
Jacobi Capital Management
Pennsylvania
$571K
AFG
606
Atomi Financial Group
New York
$571K
HFP
607
Holistic Financial Partners
Indiana
$568K
FNT
608
First National Trust
Pennsylvania
$567K
GSIAS
609
Garden State Investment Advisory Services
New Jersey
$564K
MLA
610
My Legacy Advisors
Oregon
$563K
BDFN
611
Bond & Devick Financial Network
Minnesota
$558K
IA
612
IFP Advisors
Florida
$553K
FWP
613
FAS Wealth Partners
Kansas
$552K
MAA
614
Matrix Asset Advisors
New York
$551K
CF
615
Centaurus Financial
California
$548K
KFI
616
Key Financial Inc
Pennsylvania
$547K
BBWP
617
Beacon Bridge Wealth Partners
Pennsylvania
$546K
IGGA
618
Iron Gate Global Advisors
Utah
$543K
HSA
619
HBK Sorce Advisory
Pennsylvania
$540K
BTI
620
Blue Trust Inc
Georgia
$540K
ORC
621
O'Rourke & Company
Massachusetts
$540K
GTAM
622
Global Trust Asset Management
Florida
$537K
HAP
623
Harbor Asset Planning
Massachusetts
$532K
ADL
624
Asset Dedication LLC
California
$528K
YIA
625
YHB Investment Advisors
Connecticut
$525K