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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
RBWA
826
RFG - Bristol Wealth Advisors
Massachusetts
$289K
FFS
827
Founders Financial Securities
Maryland
$288K
CAM
828
Covenant Asset Management
New Jersey
$288K
KOMWMG
829
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K
CT
830
Colonial Trust
South Carolina
$286K
BFIM
831
Beese Fulmer Investment Management
Ohio
$284K
JWCA
832
J.W. Coons Advisors
Ohio
$283K
PGAM
833
Princeton Global Asset Management
New Jersey
$283K
PWMG
834
Pinnacle Wealth Management Group
Michigan
$282K
VCP
835
Vista Capital Partners
Oregon
$282K
BA
836
Baugh & Associates
Georgia
$281K
FA
837
Fagan Associates
New York
$280K
AFA
838
Avant Financial Advisors
Texas
$280K
FLI
839
Family Legacy Inc
South Carolina
$280K
TWM
840
Thrive Wealth Management
Pennsylvania
$279K
WMWM
841
Wilkins Miller Wealth Management
Alabama
$277K
CIG
842
Cascade Investment Group
Colorado
$277K
AC
843
ASB Consultores
Florida
$277K
GI
844
GAMCO Investors
Connecticut
$276K
MCM
845
McDonough Capital Management
Florida
$275K
B
846
Bailard
California
$275K
EWM
847
EPG Wealth Management
Georgia
$273K
BCM
848
Becker Capital Management
Oregon
$273K
ARC
849
Advisor Resource Council
Texas
$272K
OIA
850
Optimum Investment Advisors
Illinois
$272K