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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
CWA
701
Clarity Wealth Advisors
California
$423K
CP
702
Creekside Partners
California
$420K
WB
703
West Bancorporation
Iowa
$420K
KCFA
704
Key Client Fiduciary Advisors
New Jersey
$418K
ET
705
Equitable Trust
Tennessee
$418K
HL
706
HeadInvest LLC
Maine
$413K
MWM
707
Mascagni Wealth Management
Mississippi
$413K
RWS
708
Resolute Wealth Strategies
Mississippi
$413K
AIM
709
Acropolis Investment Management
Missouri
$410K
MFG
710
Midwest Financial Group
Kansas
$410K
PA
711
Parallel Advisors
California
$409K
WMG
712
WESCAP Management Group
California
$409K
FCBT
713
First Citizens Bank & Trust
North Carolina
$409K
IC
714
Iconiq Capital
California
$408K
FHC
715
First Heartland Consultants
Missouri
$400K
BFG
716
Berger Financial Group
Minnesota
$399K
Principal Financial Group
717
Principal Financial Group
Iowa
$399K
FG
718
Foster Group
Iowa
$399K
HWA
719
Heartwood Wealth Advisors
Virginia
$397K
SFG
720
Stonebridge Financial Group
Pennsylvania
$396K
RWA
721
River Wealth Advisors
Pennsylvania
$393K
BCWM
722
Bartlett & Co Wealth Management
Ohio
$393K
RWM
723
Revisor Wealth Management
Ohio
$390K
VVP
724
Venture Visionary Partners
Ohio
$389K
BIAS
725
Beacon Investment Advisory Services
New Jersey
$389K