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State Street SPDR S&P Dividend ETF

1,169 hedge funds and large institutions have $8.78B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 348 increasing their positions, 434 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% less capital invested

Capital invested by funds: $8.78B → $8.78B (-$2.29M)

15% less funds holding in top 10

Funds holding in top 10: 3933 (-6)

20% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 434

Holders
1,169
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
WIA
801
Wetzel Investment Advisors
Indiana
$317K
IFWM
802
Institute for Wealth Management
Colorado
$315K
CTWM
803
Cherry Tree Wealth Management
Minnesota
$314K
WA
804
Wealthstream Advisors
New York
$314K
WAM
805
Worth Asset Management
Texas
$312K
AMCA
806
Arthur M. Cohen & Associates
Illinois
$312K
CWM
807
Core Wealth Management
Florida
$312K
RIM
808
Rockbridge Investment Management
New York
$311K
ANBT
809
American National Bank & Trust
Texas
$311K
RBC
810
Romano Brothers & Co
Illinois
$310K
MCM
811
MidAtlantic Capital Management
Virginia
$309K
RIG
812
RiverFront Investment Group
Virginia
$308K
HPC
813
HM Payson & Co
Maine
$307K
NA
814
Novus Advisors
South Carolina
$306K
MIM
815
MTM Investment Management
South Carolina
$305K
EW
816
Element Wealth
Mississippi
$301K
FFA
817
Fortune Financial Advisors
Kansas
$301K
RC
818
Roundview Capital
New Jersey
$299K
NFP
819
Narus Financial Partners
Utah
$299K
ML
820
Mayport LLC
Massachusetts
$299K
CT
821
Caldwell Trust
Florida
$298K
CCT
822
Chemung Canal Trust
New York
$296K
CA
823
Carson Advisory
Georgia
$296K
LWL
824
Leo Wealth LLC
Texas
$295K
IDA
825
Intelligence Driven Advisers
California
$294K