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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
LA
851
LM Advisors
California
$272K
SL
852
SWMG LLC
Texas
$272K
TIM
853
Thompson Investment Management
Wisconsin
$271K
TIA
854
Traphagen Investment Advisors
New Jersey
$271K
OFS
855
Oldfather Financial Services
Nebraska
$271K
FAM
856
Formidable Asset Management
Ohio
$270K
AWE
857
Avidian Wealth Enterprises
Texas
$269K
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$269K
CIAS
859
CBIZ Investment Advisory Services
Ohio
$269K
TC
860
Trilogy Capital
California
$268K
VHAM
861
Van Hulzen Asset Management
California
$268K
CGA
862
Crescent Grove Advisors
Illinois
$268K
CPP
863
Capasso Planning Partners
South Carolina
$265K
CFO
864
Collective Family Office
Pennsylvania
$264K
PCA
865
Providence Capital Advisors
North Carolina
$264K
AF
866
Advisornet Financial
Minnesota
$264K
TLA
867
Tanglewood Legacy Advisors
Texas
$263K
HR
868
Howe & Rusling
New York
$263K
KPWG
869
KFA Private Wealth Group
Virginia
$263K
PL
870
Plancorp LLC
Missouri
$263K
SXL
871
Summit X LLC
Missouri
$262K
PAI
872
Pittenger & Anderson Inc
Nebraska
$262K
CBTWT
873
Community Bank & Trust (Waco, Texas)
Texas
$260K
ESB
874
Essex Savings Bank
Connecticut
$260K
CA
875
Calton & Associates
Florida
$260K