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SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.66%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
701
EPG Wealth Management
Georgia
$408K +$814 +6 +0.2%
MFG
702
Midwest Financial Group
Kansas
$407K +$2.44K +18 +0.6%
BFG
703
Berger Financial Group
Minnesota
$404K -$6.92K -51 -2%
FHC
704
First Heartland Consultants
Missouri
$401K -$28.5K -210 -7%
KCFA
705
Key Client Fiduciary Advisors
New Jersey
$400K +$26.3K +194 +7%
FG
706
Foster Group
Iowa
$398K
Principal Financial Group
707
Principal Financial Group
Iowa
$398K
LT
708
Legacy Trust
Michigan
$397K
HWA
709
Heartwood Wealth Advisors
Virginia
$396K +$8.55K +63 +2%
SFG
710
Stonebridge Financial Group
Pennsylvania
$396K
VW
711
Veridan Wealth
Oregon
$395K -$950 -7 -0.2%
AWM
712
Avior Wealth Management
Nebraska
$395K -$130K -955 -25%
RWA
713
River Wealth Advisors
Pennsylvania
$393K
BCWM
714
Bartlett & Co Wealth Management
Ohio
$392K -$29.7K -219 -7%
APWA
715
Atlas Private Wealth Advisors
New Jersey
$389K -$47.8K -352 -11%
VPIM
716
Vanguard Personalized Indexing Management
California
$387K -$27.1K -200 -7%
VAS
717
Vestmark Advisory Solutions
Massachusetts
$387K -$33.5K -247 -8%
KWMG
718
King Wealth Management Group
Florida
$386K -$20.3K -150 -5%
NAM
719
NTV Asset Management
West Virginia
$384K
SIC
720
Salem Investment Counselors
North Carolina
$381K +$3.94K +29 +1%
ANBT
721
American National Bank & Trust
Texas
$381K +$14.1K +104 +4%
MPCL
722
My Personal CFO LLC
Washington
$380K
GWM
723
Greenhouse Wealth Management
Connecticut
$378K -$493K -3,633 -57%
RWM
724
Revisor Wealth Management
Ohio
$377K +$377K +2,780 New
SCM
725
Schnieders Capital Management
California
$374K -$33.5K -247 -8%