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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
B
851
Bailard
California
$275K
EWM
852
EPG Wealth Management
Georgia
$273K
BCM
853
Becker Capital Management
Oregon
$273K
ARC
854
Advisor Resource Council
Texas
$272K
OIA
855
Optimum Investment Advisors
Illinois
$272K
LA
856
LM Advisors
California
$272K
SL
857
SWMG LLC
Texas
$272K
MWM
858
Modern Wealth Management
Kansas
$271K
TIM
859
Thompson Investment Management
Wisconsin
$271K
TIA
860
Traphagen Investment Advisors
New Jersey
$271K
OFS
861
Oldfather Financial Services
Nebraska
$271K
FAM
862
Formidable Asset Management
Ohio
$270K
AWE
863
Avidian Wealth Enterprises
Texas
$269K
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$269K
CIAS
865
CBIZ Investment Advisory Services
Ohio
$269K
TC
866
Trilogy Capital
California
$268K
VHAM
867
Van Hulzen Asset Management
California
$268K
CGA
868
Crescent Grove Advisors
Illinois
$268K
CPP
869
Capasso Planning Partners
South Carolina
$265K
CFO
870
Collective Family Office
Pennsylvania
$264K
PCA
871
Providence Capital Advisors
North Carolina
$264K
AF
872
Advisornet Financial
Minnesota
$264K
TLA
873
Tanglewood Legacy Advisors
Texas
$263K
HR
874
Howe & Rusling
New York
$263K
KPWG
875
KFA Private Wealth Group
Virginia
$263K