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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
SIC
726
Salem Investment Counselors
North Carolina
$377K
SCM
727
Schnieders Capital Management
California
$374K
RRA
728
Round Rock Advisors
Connecticut
$374K
GWP
729
Gen-Wealth Partners
Michigan
$374K
MWM
730
Maridea Wealth Management
New York
$373K
NFG
731
Nations Financial Group
Iowa
$372K
IAA
732
Independent Advisor Alliance
North Carolina
$370K
RWP
733
Ridgecrest Wealth Partners
California
$370K
AFG
734
Albion Financial Group
Utah
$369K
YP
735
YANKCOM Partnership
South Dakota
$369K
HA
736
Harfst & Associates
Wyoming
$366K
BW
737
BIP Wealth
Georgia
$365K
SEEDPG
738
S.E.E.D. Planning Group
New York
$365K
KAS
739
KPP Advisory Services
Kentucky
$364K
AF
740
Apollon Financial
South Carolina
$364K
PNAA
741
Pictet North America Advisors
Switzerland
$364K
SVWG
742
Shared Vision Wealth Group
United States
$363K
UAG
743
United Advisor Group
Ohio
$363K
GI
744
GAMMA Investing
California
$361K
MC
745
McCarthy & Cox
Ohio
$361K
PWM
746
Provident Wealth Management
Tennessee
$361K
LIA
747
LBMC Investment Advisors
Tennessee
$360K
DCM
748
Delta Capital Management
New Jersey
$360K
CBA
749
Coastal Bridge Advisors
Connecticut
$360K
TVAMP
750
Tennessee Valley Asset Management Partners
Tennessee
$359K