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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 %
MWM
701
Mascagni Wealth Management
Mississippi
$413K
RWS
702
Resolute Wealth Strategies
Mississippi
$413K +$1.49K +11 +0.4%
AIM
703
Acropolis Investment Management
Missouri
$410K -$40.7K -300 -9%
MFG
704
Midwest Financial Group
Kansas
$410K +$2.72K +20 +0.7%
PA
705
Parallel Advisors
California
$409K -$46.3K -341 -10%
WMG
706
WESCAP Management Group
California
$409K
FCBT
707
First Citizens Bank & Trust
North Carolina
$409K -$59K -435 -13%
IC
708
Iconiq Capital
California
$408K -$8.14K -60 -2%
FHC
709
First Heartland Consultants
Missouri
$400K -$950 -7 -0.2%
BFG
710
Berger Financial Group
Minnesota
$399K -$5.02K -37 -1%
Principal Financial Group
711
Principal Financial Group
Iowa
$399K
FG
712
Foster Group
Iowa
$399K
HWA
713
Heartwood Wealth Advisors
Virginia
$397K
SFG
714
Stonebridge Financial Group
Pennsylvania
$396K
RWA
715
River Wealth Advisors
Pennsylvania
$393K
BCWM
716
Bartlett & Co Wealth Management
Ohio
$393K
RWM
717
Revisor Wealth Management
Ohio
$390K +$2.23K +16 +0.6%
VVP
718
Venture Visionary Partners
Ohio
$389K +$106K +784 +38%
BIAS
719
Beacon Investment Advisory Services
New Jersey
$389K +$54.3K +400 +16%
KWMG
720
King Wealth Management Group
Florida
$386K
NAM
721
NTV Asset Management
West Virginia
$384K
APWA
722
Atlas Private Wealth Advisors
New Jersey
$384K -$5.43K -40 -1%
MPCL
723
My Personal CFO LLC
Washington
$380K
AC
724
AlphaCore Capital
California
$379K +$290K +2,139 +329%
SIC
725
Salem Investment Counselors
North Carolina
$377K -$3.94K -29 -1%