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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
GLLW
51
Graves Light Lenhart Wealth
Virginia
$25.8M
BEI
52
Benjamin Edwards Inc
Missouri
$25.5M
NAS
53
NWF Advisory Services
California
$24.7M
JGIA
54
Jackson Grant Investment Advisers
Connecticut
$23.3M
KAS
55
Kestra Advisory Services
Texas
$22.8M
HNB
56
Huntington National Bank
Ohio
$22.6M
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$22.2M
SC
58
Scotia Capital
Ontario, Canada
$21.6M
UCFA
59
United Capital Financial Advisors
Texas
$21.2M
CAL
60
Capital Advisors Ltd
Ohio
$19.9M
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.2M
TM
62
TigerOak Management
New Mexico
$17M
Comerica Bank
63
Comerica Bank
Texas
$16M
EH
64
Equitable Holdings
New York
$15.9M
UB
65
UMB Bank
Missouri
$15.8M
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$15.8M
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.3M
MT
68
Midwest Trust
Kansas
$15.3M
BF
69
BOK Financial
Oklahoma
$14.9M
PAG
70
Private Advisor Group
New Jersey
$14.9M
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$14.6M
LODC
72
Lanham O'Dell & Company
West Virginia
$14.6M
ABC
73
Associated Banc-Corp
Wisconsin
$14.6M
PCG
74
Prosperity Consulting Group
Maryland
$14.4M
Northern Trust
75
Northern Trust
Illinois
$14.3M