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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 %
WCP
626
Wealthcare Capital Partners
Pennsylvania
$522K +$2.58K +19 +0.5%
MAA
627
Matrix Asset Advisors
New York
$518K -$4.75K -35 -0.9%
PFP
628
Paragon Financial Partners
California
$518K +$1.36K +10 +0.3%
TAM
629
Tocqueville Asset Management
New York
$512K -$1.76M -12,957 -77%
MA
630
MCF Advisors
Kentucky
$511K
TCM
631
TruNorth Capital Management
Michigan
$510K -$22K -162 -4%
ORC
632
O'Rourke & Company
Massachusetts
$508K +$68.5K +505 +16%
LI
633
LRI Investments
Florida
$508K
ITIM
634
Indiana Trust & Investment Management
Indiana
$503K
RA
635
Rodgers & Associates
Pennsylvania
$502K -$28.1K -207 -5%
UWPG
636
Ullmann Wealth Partners Group
Florida
$500K
NFG
637
Nadler Financial Group
Illinois
$499K +$7.87K +58 +2%
TI
638
Truepoint Inc
Ohio
$499K
KFA
639
Kapstone Financial Advisors
Ohio
$497K
OWP
640
ORG Wealth Partners
Texas
$496K +$482K +3,546 +3,377%
MAG
641
M3 Advisory Group
Massachusetts
$491K -$2.58K -19 -0.5%
PWP
642
Perfromance Wealth Partners
Illinois
$490K -$33.8K -249 -6%
CA
643
Crewe Advisors
Utah
$486K
SWM
644
Selective Wealth Management
Virginia
$478K -$4.61K -36 -1%
ACP
645
Aveo Capital Partners
Colorado
$478K -$4.09M -31,096 -90%
PMG
646
Private Management Group
California
$477K
LWM
647
LJI Wealth Management
Indiana
$477K +$543 +4 +0.1%
PFG
648
Pinnacle Financial Group
Illinois
$476K
WPA
649
West Paces Advisors
Georgia
$475K
HSBC Holdings
650
HSBC Holdings
United Kingdom
$475K