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SPDR S&P Dividend ETF

1,156 hedge funds and large institutions have $9.87B invested in SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 347 increasing their positions, 427 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
15.5%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
347
Reduced
427
Closed
50
Calls
$10.5M
Puts
$3.53M
Net Calls
+$6.98M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
826
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K +$136 +1 +0%
CT
827
Colonial Trust
South Carolina
$286K +$206K +1,518 +257%
BFIM
828
Beese Fulmer Investment Management
Ohio
$284K +$40.7K +300 +17%
JWCA
829
J.W. Coons Advisors
Ohio
$283K
PGAM
830
Princeton Global Asset Management
New Jersey
$283K +$61.2K +451 +28%
PWMG
831
Pinnacle Wealth Management Group
Michigan
$282K +$271 +2 +0.1%
VCP
832
Vista Capital Partners
Oregon
$282K
BA
833
Baugh & Associates
Georgia
$281K -$26.7K -203 -9%
FA
834
Fagan Associates
New York
$280K -$22.3K -164 -7%
AFA
835
Avant Financial Advisors
Texas
$280K
FLI
836
Family Legacy Inc
South Carolina
$280K -$10K -74 -3%
TWM
837
Thrive Wealth Management
Pennsylvania
$279K +$543 +4 +0.2%
WMWM
838
Wilkins Miller Wealth Management
Alabama
$277K +$1.09K +8 +0.4%
CIG
839
Cascade Investment Group
Colorado
$277K -$6.79K -50 -2%
AC
840
ASB Consultores
Florida
$277K +$277K +2,042 New
GI
841
GAMCO Investors
Connecticut
$276K
MCM
842
McDonough Capital Management
Florida
$275K -$407 -3 -0.1%
B
843
Bailard
California
$275K
EWM
844
EPG Wealth Management
Georgia
$273K -$135K -992 -33%
BCM
845
Becker Capital Management
Oregon
$273K
ARC
846
Advisor Resource Council
Texas
$272K -$3.99M -29,387 -94%
OIA
847
Optimum Investment Advisors
Illinois
$272K
LA
848
LM Advisors
California
$272K
SL
849
SWMG LLC
Texas
$272K +$272K +1,956 New
TIM
850
Thompson Investment Management
Wisconsin
$271K