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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 %
FLI
826
Family Legacy Inc
South Carolina
$290K -$25.5K -188 -8%
HCP
827
Hardin Capital Partners
South Carolina
$289K -$13.2K -97 -4%
FVWA
828
Foster Victor Wealth Advisors
South Carolina
$289K +$289K +2,257 New
JHCP
829
Jackson Hole Capital Partners
Oklahoma
$289K
CAM
830
Covenant Asset Management
New Jersey
$288K
RBWA
831
RFG - Bristol Wealth Advisors
Massachusetts
$288K +$34.6K +255 +14%
KOMWMG
832
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K +$1.76K +13 +0.6%
WBCM
833
Wilson & Boucher Capital Management
California
$285K
CIG
834
Cascade Investment Group
Colorado
$284K -$6.78K -50 -2%
JAA
835
Joel Adams & Associates
North Carolina
$284K +$65.1K +480 +30%
Empower Advisory Group
836
Empower Advisory Group
Colorado
$283K +$19.7K +145 +7%
JWCA
837
J.W. Coons Advisors
Ohio
$283K
VVP
838
Venture Visionary Partners
Ohio
$282K +$4.75K +35 +2%
PWMG
839
Pinnacle Wealth Management Group
Michigan
$282K +$282K +2,078 New
VCP
840
Vista Capital Partners
Oregon
$282K
RIG
841
RiverFront Investment Group
Virginia
$280K +$5.43K +40 +2%
AFA
842
Avant Financial Advisors
Texas
$280K
SFC
843
Strategic Financial Concepts
Texas
$279K -$13.3K -98 -5%
TWM
844
Thrive Wealth Management
Pennsylvania
$278K -$21.2K -156 -7%
CWMK
845
Caliber Wealth Management (Kansas)
Kansas
$278K +$278K +2,047 New
TSS
846
Two Sigma Securities
New York
$277K +$277K +2,042 New
WMWM
847
Wilkins Miller Wealth Management
Alabama
$276K +$950 +7 +0.3%
GI
848
GAMCO Investors
Connecticut
$276K
MCM
849
McDonough Capital Management
Florida
$275K +$1.63K +12 +0.6%
B
850
Bailard
California
$275K +$30.5K +225 +12%