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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 %
TIA
851
Traphagen Investment Advisors
New Jersey
$271K
OFS
852
Oldfather Financial Services
Nebraska
$271K +$21.2K +156 +8%
FAM
853
Formidable Asset Management
Ohio
$270K
AWE
854
Avidian Wealth Enterprises
Texas
$269K +$815 +6 +0.3%
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$269K
CIAS
856
CBIZ Investment Advisory Services
Ohio
$269K
TC
857
Trilogy Capital
California
$268K -$43.8K -323 -14%
VHAM
858
Van Hulzen Asset Management
California
$268K +$50.2K +370 +23%
CGA
859
Crescent Grove Advisors
Illinois
$268K
CPP
860
Capasso Planning Partners
South Carolina
$265K -$45.3K -334 -15%
CFO
861
Collective Family Office
Pennsylvania
$264K
PCA
862
Providence Capital Advisors
North Carolina
$264K +$264K +1,942 New
AF
863
Advisornet Financial
Minnesota
$264K +$90.5K +667 +52%
TLA
864
Tanglewood Legacy Advisors
Texas
$263K
HR
865
Howe & Rusling
New York
$263K +$150K +1,104 +132%
KPWG
866
KFA Private Wealth Group
Virginia
$263K +$543 +4 +0.2%
PL
867
Plancorp LLC
Missouri
$263K +$1.9K +14 +0.7%
SXL
868
Summit X LLC
Missouri
$262K
PAI
869
Pittenger & Anderson Inc
Nebraska
$262K
CBTWT
870
Community Bank & Trust (Waco, Texas)
Texas
$260K
ESB
871
Essex Savings Bank
Connecticut
$260K +$1.36K +10 +0.5%
CA
872
Calton & Associates
Florida
$260K +$260K +1,913 New
MFGM
873
Marshall Financial Group (Maryland)
Maryland
$260K
ONSWM
874
Old North State Wealth Management
North Carolina
$259K +$1.77K +13 +0.7%
FF
875
Friday Financial
Iowa
$258K