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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
HIA
676
HTG Investment Advisors
Connecticut
$443K
VAF
677
Values Added Financial
District of Columbia
$441K
WOSD
678
WFA of San Diego
California
$441K
MPCG
679
Matrix Private Capital Group
New York
$441K
MCM
680
M1 Capital Management
Michigan
$440K
SAM
681
Sawgrass Asset Management
Florida
$440K
BWP
682
Baldwin Wealth Partners
Massachusetts
$438K
PMG
683
Private Management Group
California
$435K
AWC
684
Adamsbrown Wealth Consultants
Kansas
$434K
DSC
685
Duncker Streett & Co
Missouri
$431K
AIC
686
Archer Investment Corporation
Indiana
$431K
KCM
687
Kanawha Capital Management
Virginia
$430K
LAM
688
Lakewood Asset Management
Illinois
$428K
FFO
689
Fortitude Family Office
Arizona
$428K
SHWM
690
Smith & Howard Wealth Management
Georgia
$428K
FFO
691
Fiduciary Family Office
Florida
$428K
WIC
692
Woodmont Investment Counsel
Tennessee
$426K
SW
693
SkyOak Wealth
Michigan
$426K
SAM
694
Secure Asset Management
Michigan
$425K
HIP
695
HUB Investment Partners
Texas
$425K
CWA
696
Clarity Wealth Advisors
California
$423K
CP
697
Creekside Partners
California
$420K
WB
698
West Bancorporation
Iowa
$420K
KCFA
699
Key Client Fiduciary Advisors
New Jersey
$418K
ET
700
Equitable Trust
Tennessee
$418K