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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
SWM
626
SeaCrest Wealth Management
New York
$513K
MFA
627
Mayflower Financial Advisors
Massachusetts
$511K
MA
628
MCF Advisors
Kentucky
$511K
UPS
629
UHLMANN PRICE SECURITIES
Illinois
$511K
TAM
630
Tocqueville Asset Management
New York
$510K
TCM
631
TruNorth Capital Management
Michigan
$510K
WCP
632
Wealthcare Capital Partners
Pennsylvania
$509K
SWM
633
Selective Wealth Management
Virginia
$508K
LI
634
LRI Investments
Florida
$508K
MCC
635
Money Concepts Capital
Florida
$505K
OWP
636
ORG Wealth Partners
Texas
$504K
NHT
637
New Hampshire Trust
New Hampshire
$503K
RA
638
Rodgers & Associates
Pennsylvania
$502K
GIA
639
GHP Investment Advisors
Colorado
$501K
RSWM
640
Robertson Stephens Wealth Management
California
$501K
UWPG
641
Ullmann Wealth Partners Group
Florida
$500K
TI
642
Truepoint Inc
Ohio
$499K
KFA
643
Kapstone Financial Advisors
Ohio
$497K
PWP
644
Perfromance Wealth Partners
Illinois
$496K
BB
645
Berkshire Bank
Massachusetts
$496K
AIP
646
Almanack Investment Partners
Pennsylvania
$494K
ITIM
647
Indiana Trust & Investment Management
Indiana
$493K
MAG
648
M3 Advisory Group
Massachusetts
$492K
FB
649
Fulton Bank
Pennsylvania
$487K
BCA
650
Bay Capital Advisors
Virginia
$487K