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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 %
ONSWM
876
Old North State Wealth Management
North Carolina
$257K +$1.77K +13 +0.7%
WF
877
WoodTrust Financial
Wisconsin
$257K
MFGM
878
Marshall Financial Group (Maryland)
Maryland
$256K -$21.7K -160 -8%
WB
879
Webster Bank
Connecticut
$255K
RIL
880
Rothschild Investment LLC
Illinois
$255K +$34.6K +255 +16%
GWSG
881
GPS Wealth Strategies Group
Colorado
$254K +$33K +243 +15%
PIM
882
Penobscot Investment Management
Massachusetts
$254K +$271 +2 +0.1%
BOPW
883
Brandywine Oak Private Wealth
Pennsylvania
$253K
WAM
884
Worth Asset Management
Texas
$252K +$5.16K +38 +2%
CWS
885
Cypress Wealth Services
California
$251K +$271 +2 +0.1%
OFS
886
Oldfather Financial Services
Nebraska
$249K
KCM
887
Kathmere Capital Management
Pennsylvania
$248K +$19.3K +142 +8%
WFA
888
WestHill Financial Advisors
California
$247K
CCM
889
Condor Capital Management
New Jersey
$246K
GA
890
Goldstein Advisors
Wisconsin
$246K +$6.78K +50 +3%
EWA
891
Exencial Wealth Advisors
Oklahoma
$245K -$105K -774 -30%
PA
892
Procyon Advisors
Connecticut
$245K +$245K +1,805 New
RB
893
Rodgers Brothers
Pennsylvania
$244K -$6.78K -50 -3%
BFIM
894
Beese Fulmer Investment Management
Ohio
$244K
CFGSD
895
Compass Financial Group (South Dakota)
South Dakota
$243K -$7.6K -56 -3%
GFP
896
Gryphon Financial Partners
Ohio
$243K +$35K +258 +17%
PPWP
897
Premier Path Wealth Partners
New Jersey
$243K -$98.7K -727 -29%
BHPW
898
Beverly Hills Private Wealth
California
$242K
BFA
899
Beacon Financial Advisory
Ohio
$238K -$11.3K -83 -5%
Russell Investments Group
900
Russell Investments Group
United Kingdom
$236K +$9.77K +72 +4%