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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 %
TF
851
Tompkins Financial
New York
$273K
BCM
852
Becker Capital Management
Oregon
$273K
LA
853
LM Advisors
California
$272K
OIA
854
Optimum Investment Advisors
Illinois
$272K -$2.71K -20 -1%
LWL
855
Leo Wealth LLC
Texas
$272K +$136 +1 +0%
TIM
856
Thompson Investment Management
Wisconsin
$271K
TIA
857
Traphagen Investment Advisors
New Jersey
$271K +$271K +1,999 New
FAM
858
Formidable Asset Management
Ohio
$270K
PFGIA
859
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$269K +1,982 New
CIAS
860
CBIZ Investment Advisory Services
Ohio
$269K
AWE
861
Avidian Wealth Enterprises
Texas
$268K +$49.1K +362 +22%
CGA
862
Crescent Grove Advisors
Illinois
$268K
CFO
863
Collective Family Office
Pennsylvania
$264K
TLA
864
Tanglewood Legacy Advisors
Texas
$263K +$5.97K +44 +2%
QCM
865
QRG Capital Management
Illinois
$263K -$66.5K -490 -20%
KPWG
866
KFA Private Wealth Group
Virginia
$262K +$543 +4 +0.2%
SXL
867
Summit X LLC
Missouri
$262K +$10.5K +77 +4%
PAI
868
Pittenger & Anderson Inc
Nebraska
$262K
PL
869
Plancorp LLC
Missouri
$261K +$1.49K +11 +0.6%
CBTWT
870
Community Bank & Trust (Waco, Texas)
Texas
$260K
FIA
871
Foundations Investment Advisors
Arizona
$260K +$260K +1,913 New
FF
872
Friday Financial
Iowa
$259K
ESB
873
Essex Savings Bank
Connecticut
$258K
HCM
874
Hall Capital Management
Rhode Island
$258K
PPA
875
Pacific Point Advisors
California
$257K