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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
SIS
676
Sound Income Strategies
Florida
$453K
SWA
677
Serenus Wealth Advisors
California
$450K
CFB
678
Cullen/Frost Bankers
Texas
$449K
DFA
679
DHJJ Financial Advisors
Illinois
$448K
QWM
680
Quadcap Wealth Management
Texas
$446K
HIA
681
HTG Investment Advisors
Connecticut
$443K
VAF
682
Values Added Financial
District of Columbia
$441K
WOSD
683
WFA of San Diego
California
$441K
MPCG
684
Matrix Private Capital Group
New York
$441K
MCM
685
M1 Capital Management
Michigan
$440K
SAM
686
Sawgrass Asset Management
Florida
$440K
BWP
687
Baldwin Wealth Partners
Massachusetts
$438K
PMG
688
Private Management Group
California
$435K
AWC
689
Adamsbrown Wealth Consultants
Kansas
$434K
DSC
690
Duncker Streett & Co
Missouri
$431K
AIC
691
Archer Investment Corporation
Indiana
$431K
KCM
692
Kanawha Capital Management
Virginia
$430K
LAM
693
Lakewood Asset Management
Illinois
$428K
FFO
694
Fortitude Family Office
Arizona
$428K
SHWM
695
Smith & Howard Wealth Management
Georgia
$428K
FFO
696
Fiduciary Family Office
Florida
$428K
WIC
697
Woodmont Investment Counsel
Tennessee
$426K
SW
698
SkyOak Wealth
Michigan
$426K
SAM
699
Secure Asset Management
Michigan
$425K
HIP
700
HUB Investment Partners
Texas
$425K