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SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.66%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Shares
Change %
BMO
776
Beck Mack & Oliver
New York
$337K
IAS
777
Insigneo Advisory Services
Florida
$337K +$1.63K +12 +0.5%
MCM
778
MidAtlantic Capital Management
Virginia
$336K
ANHIM
779
Alan N. Hoffman Investment Management
Massachusetts
$335K
MCM
780
Mainstream Capital Management
California
$335K
BIAS
781
Beacon Investment Advisory Services
New Jersey
$334K +$50.9K +375 +18%
TAM
782
Titleist Asset Management
Texas
$330K -$31.7K -234 -9%
OAM
783
Oak Asset Management
California
$329K
TH
784
TCTC Holdings
Texas
$325K
WMA
785
West Michigan Advisors
Michigan
$322K -$271 -2 -0.1%
RPA
786
Redwood Park Advisors
California
$322K
BWP
787
Bernardo Wealth Planning
Pennsylvania
$320K
GWM
788
Greenwich Wealth Management
Connecticut
$318K -$5.56K -41 -2%
NS
789
NBC Securities
Alabama
$318K +$318K +2,342 +117,100%
GI
790
GAMMA Investing
California
$316K
IFWM
791
Institute for Wealth Management
Colorado
$315K +$12.1K +89 +4%
WA
792
Wealthstream Advisors
New York
$313K
CTWM
793
Cherry Tree Wealth Management
Minnesota
$313K
TC
794
Trilogy Capital
California
$312K -$5.66M -41,707 -95%
IGGA
795
Iron Gate Global Advisors
Utah
$312K
AMCA
796
Arthur M. Cohen & Associates
Illinois
$312K +$312K +2,300 New
CWM
797
Core Wealth Management
Florida
$312K
RIM
798
Rockbridge Investment Management
New York
$311K +$136 +1 +0%
CPP
799
Capasso Planning Partners
South Carolina
$310K -$24.3K -179 -7%
RBC
800
Romano Brothers & Co
Illinois
$310K