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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
HFP
601
Holistic Financial Partners
Indiana
$568K
FNT
602
First National Trust
Pennsylvania
$567K
GSIAS
603
Garden State Investment Advisory Services
New Jersey
$564K
MLA
604
My Legacy Advisors
Oregon
$563K
BDFN
605
Bond & Devick Financial Network
Minnesota
$558K
IA
606
IFP Advisors
Florida
$553K
FWP
607
FAS Wealth Partners
Kansas
$552K
MAA
608
Matrix Asset Advisors
New York
$551K
CF
609
Centaurus Financial
California
$548K
KFI
610
Key Financial Inc
Pennsylvania
$547K
BBWP
611
Beacon Bridge Wealth Partners
Pennsylvania
$546K
IGGA
612
Iron Gate Global Advisors
Utah
$543K
HSA
613
HBK Sorce Advisory
Pennsylvania
$540K
BTI
614
Blue Trust Inc
Georgia
$540K
ORC
615
O'Rourke & Company
Massachusetts
$540K
GTAM
616
Global Trust Asset Management
Florida
$537K
HAP
617
Harbor Asset Planning
Massachusetts
$532K
ADL
618
Asset Dedication LLC
California
$528K
YIA
619
YHB Investment Advisors
Connecticut
$525K
GFPC
620
Global Financial Private Client
Florida
$523K
SFS
621
Sowell Financial Services
Arkansas
$521K
GPW
622
Genesis Private Wealth
Virginia
$521K
PFP
623
Paragon Financial Partners
California
$520K
CCA
624
Childress Capital Advisors
Texas
$519K
MFG
625
Magnus Financial Group
New York
$516K