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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 %
WPA
651
West Paces Advisors
Georgia
$475K
PMFA
652
Plante Moran Financial Advisors
Michigan
$475K +$29.9K +220 +7%
HSBC Holdings
653
HSBC Holdings
United Kingdom
$475K
NB
654
Nicolet Bankshares
Wisconsin
$474K
CPA
655
Capital Performance Advisors
California
$473K +$2.17K +16 +0.5%
EB
656
Emprise Bank
Kansas
$472K
LWM
657
LJI Wealth Management
Indiana
$469K -$8.82K -65 -2%
AGA
658
Arkos Global Advisors
Texas
$467K
NFG
659
Nadler Financial Group
Illinois
$466K -$33.1K -244 -7%
BWP
660
BSW Wealth Partners
Colorado
$466K +$543 +4 +0.1%
KP
661
Keel Point
Alabama
$465K +$465K +3,423 New
CB
662
Commerce Bank
Missouri
$464K -$89.9K -662 -16%
TCBWMS
663
Texas Capital Bank Wealth Management Services
Texas
$463K
CWMK
664
Caliber Wealth Management (Kansas)
Kansas
$463K +$185K +1,364 +67%
D.E. Shaw & Co
665
D.E. Shaw & Co
New York
$461K +$98.8K +728 +27%
PFG
666
Pinnacle Financial Group
Illinois
$459K -$17K -125 -4%
MPM
667
Meritage Portfolio Management
Kansas
$456K
PFA
668
Pure Financial Advisors
California
$455K +$18.2K +134 +4%
FS
669
Financially Speaking
Colorado
$453K +$453K +3,337 New
SIS
670
Sound Income Strategies
Florida
$453K +$447K +3,296 +8,039%
SWA
671
Serenus Wealth Advisors
California
$450K +$543 +4 +0.1%
CFB
672
Cullen/Frost Bankers
Texas
$449K
DFA
673
DHJJ Financial Advisors
Illinois
$448K
QWM
674
Quadcap Wealth Management
Texas
$446K
HIA
675
HTG Investment Advisors
Connecticut
$443K +$11.1K +82 +3%