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SPDR S&P Dividend ETF

1,156 hedge funds and large institutions have $9.87B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 347 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
15.5%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
347
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
626
Mayflower Financial Advisors
Massachusetts
$511K -$20.1K -148 -4%
MA
627
MCF Advisors
Kentucky
$511K
UPS
628
UHLMANN PRICE SECURITIES
Illinois
$511K -$177K -1,304 -26%
TAM
629
Tocqueville Asset Management
New York
$510K -$2.04K -15 -0.4%
TCM
630
TruNorth Capital Management
Michigan
$510K
WCP
631
Wealthcare Capital Partners
Pennsylvania
$509K -$12.4K -91 -2%
SWM
632
Selective Wealth Management
Virginia
$508K -$9.57K -69 -2%
LI
633
LRI Investments
Florida
$508K
MCC
634
Money Concepts Capital
Florida
$505K +$151K +1,113 +43%
OWP
635
ORG Wealth Partners
Texas
$504K -$1.38K -10 -0.3%
NHT
636
New Hampshire Trust
New Hampshire
$503K +$95.4K +703 +23%
RA
637
Rodgers & Associates
Pennsylvania
$502K
GIA
638
GHP Investment Advisors
Colorado
$501K +$71.4K +526 +17%
RSWM
639
Robertson Stephens Wealth Management
California
$501K -$58.9K -434 -11%
UWPG
640
Ullmann Wealth Partners Group
Florida
$500K
TI
641
Truepoint Inc
Ohio
$499K
KFA
642
Kapstone Financial Advisors
Ohio
$497K
PWP
643
Perfromance Wealth Partners
Illinois
$496K +$5.84K +43 +1%
BB
644
Berkshire Bank
Massachusetts
$496K -$49K -361 -9%
AIP
645
Almanack Investment Partners
Pennsylvania
$494K +$494K +3,641 New
ITIM
646
Indiana Trust & Investment Management
Indiana
$493K -$10.3K -76 -2%
MAG
647
M3 Advisory Group
Massachusetts
$492K +$1.22K +9 +0.2%
FB
648
Fulton Bank
Pennsylvania
$487K -$58.5K -431 -11%
BCA
649
Bay Capital Advisors
Virginia
$487K -$407K -3,000 -46%
CA
650
Crewe Advisors
Utah
$482K -$3.39K -25 -0.7%