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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
HL
701
HeadInvest LLC
Maine
$413K
MWM
702
Mascagni Wealth Management
Mississippi
$413K
RWS
703
Resolute Wealth Strategies
Mississippi
$413K
AIM
704
Acropolis Investment Management
Missouri
$410K
MFG
705
Midwest Financial Group
Kansas
$410K
PA
706
Parallel Advisors
California
$409K
WMG
707
WESCAP Management Group
California
$409K
FCBT
708
First Citizens Bank & Trust
North Carolina
$409K
IC
709
Iconiq Capital
California
$408K
FHC
710
First Heartland Consultants
Missouri
$400K
BFG
711
Berger Financial Group
Minnesota
$399K
Principal Financial Group
712
Principal Financial Group
Iowa
$399K
FG
713
Foster Group
Iowa
$399K
HWA
714
Heartwood Wealth Advisors
Virginia
$397K
SFG
715
Stonebridge Financial Group
Pennsylvania
$396K
RWA
716
River Wealth Advisors
Pennsylvania
$393K
BCWM
717
Bartlett & Co Wealth Management
Ohio
$393K
RWM
718
Revisor Wealth Management
Ohio
$390K
VVP
719
Venture Visionary Partners
Ohio
$389K
BIAS
720
Beacon Investment Advisory Services
New Jersey
$389K
KWMG
721
King Wealth Management Group
Florida
$386K
NAM
722
NTV Asset Management
West Virginia
$384K
APWA
723
Atlas Private Wealth Advisors
New Jersey
$384K
MPCL
724
My Personal CFO LLC
Washington
$380K
AC
725
AlphaCore Capital
California
$379K