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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 %
GGI
901
Godsey & Gibb Inc
Virginia
$236K -$15.3K -113 -6%
FG
902
Fiduciary Group
Georgia
$236K
BP
903
Ballentine Partners
Massachusetts
$234K
SSWM
904
Smith Salley Wealth Management
North Carolina
$233K -$12.3K -91 -5%
FI
905
Financial Insights
Washington
$233K +$233K +1,714 New
TDC
906
Thompson Davis & Co
Virginia
$232K
RCA
907
Resonant Capital Advisors
Wisconsin
$232K
EP
908
EPIQ Partners
Minnesota
$232K
Chevy Chase Trust
909
Chevy Chase Trust
Maryland
$230K +$230K +1,695 New
KWM
910
Kiker Wealth Management
Georgia
$229K +$133K +983 +139%
WAG
911
Wallace Advisory Group
California
$229K +$661 +5 +0.3%
SWMG
912
Signature Wealth Management Group
Georgia
$228K
RA
913
Riverstone Advisors
Texas
$228K
WCFA
914
Walkner Condon Financial Advisors
Wisconsin
$227K -$326K -2,400 -59%
SIC
915
Shoker Investment Counsel
Ohio
$226K +$407 +3 +0.2%
AAM
916
Augustine Asset Management
Florida
$226K +$1.36K +10 +0.6%
NSIM
917
North Star Investment Management
Illinois
$226K
WFAG
918
Wescott Financial Advisory Group
Pennsylvania
$225K -$2.17K -16 -1%
AF
919
Arrow Financial
New York
$223K
FCP
920
Fidelis Capital Partners
Florida
$222K
PGAM
921
Princeton Global Asset Management
New Jersey
$221K +$136 +1 +0.1%
WCAMG
922
Woodard & Company Asset Management Group
North Carolina
$220K -$2.04K -15 -0.9%
GC
923
Gibson Capital
Pennsylvania
$220K
CFGW
924
Chancellor Financial Group WB
Pennsylvania
$220K
QCG
925
Quadrant Capital Group
Ohio
$220K