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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
CWM
801
Core Wealth Management
Florida
$312K
RIM
802
Rockbridge Investment Management
New York
$311K
ANBT
803
American National Bank & Trust
Texas
$311K
RBC
804
Romano Brothers & Co
Illinois
$310K
MCM
805
MidAtlantic Capital Management
Virginia
$309K
RIG
806
RiverFront Investment Group
Virginia
$308K
HPC
807
HM Payson & Co
Maine
$307K
NA
808
Novus Advisors
South Carolina
$306K
MIM
809
MTM Investment Management
South Carolina
$305K
EW
810
Element Wealth
Mississippi
$301K
FFA
811
Fortune Financial Advisors
Kansas
$301K
RC
812
Roundview Capital
New Jersey
$299K
NFP
813
Narus Financial Partners
Utah
$299K
ML
814
Mayport LLC
Massachusetts
$299K
CT
815
Caldwell Trust
Florida
$298K
CCT
816
Chemung Canal Trust
New York
$296K
CA
817
Carson Advisory
Georgia
$296K
LWL
818
Leo Wealth LLC
Texas
$295K
IDA
819
Intelligence Driven Advisers
California
$294K
VT
820
Vise Technologies
New York
$293K
JFG
821
JMG Financial Group
Illinois
$292K
QCM
822
QRG Capital Management
Illinois
$292K
FCA
823
Fortis Capital Advisors
Kansas
$291K
CSIC
824
Clifford Swan Investment Counsel
California
$290K
JHCP
825
Jackson Hole Capital Partners
Oklahoma
$289K