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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
IFWM
801
Institute for Wealth Management
Colorado
$315K
CTWM
802
Cherry Tree Wealth Management
Minnesota
$314K
WA
803
Wealthstream Advisors
New York
$314K
WAM
804
Worth Asset Management
Texas
$312K
AMCA
805
Arthur M. Cohen & Associates
Illinois
$312K
CWM
806
Core Wealth Management
Florida
$312K
RIM
807
Rockbridge Investment Management
New York
$311K
ANBT
808
American National Bank & Trust
Texas
$311K
RBC
809
Romano Brothers & Co
Illinois
$310K
MCM
810
MidAtlantic Capital Management
Virginia
$309K
RIG
811
RiverFront Investment Group
Virginia
$308K
HPC
812
HM Payson & Co
Maine
$307K
NA
813
Novus Advisors
South Carolina
$306K
MIM
814
MTM Investment Management
South Carolina
$305K
EW
815
Element Wealth
Mississippi
$301K
FFA
816
Fortune Financial Advisors
Kansas
$301K
RC
817
Roundview Capital
New Jersey
$299K
ML
818
Mayport LLC
Massachusetts
$299K
NFP
819
Narus Financial Partners
Utah
$299K
CT
820
Caldwell Trust
Florida
$298K
CCT
821
Chemung Canal Trust
New York
$296K
CA
822
Carson Advisory
Georgia
$296K
LWL
823
Leo Wealth LLC
Texas
$295K
IDA
824
Intelligence Driven Advisers
California
$294K
VT
825
Vise Technologies
New York
$293K