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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 %
GWAG
951
Garrett Wealth Advisory Group
Texas
$205K +$205K +1,510 New
SWP
952
Summit Wealth Partners
Florida
$204K +$204K +1,502 New
BB
953
Busey Bank
Illinois
$204K -$8.96K -66 -4%
FSWA
954
Financial Synergies Wealth Advisors
Texas
$204K +$204K +1,500 New
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$202K -$26.6K -196 -12%
EFG
956
Everhart Financial Group
Ohio
$201K -$7.06K -52 -3%
MWM
957
Marion Wealth Management
Pennsylvania
$201K -$17.8K -131 -8%
WFP
958
Wrenne Financial Planning
Kentucky
$201K +$201K +1,480 New
RFO
959
RiverGlades Family Offices
Florida
$200K +$200K +1,475 New
IIA
960
Integral Investment Advisors
California
$200K +$200K +1,475 New
SAM
961
Summit Asset Management
Tennessee
$200K +$200K +1,475 New
MPWT
962
MassMutual Private Wealth & Trust
Connecticut
$199K +$1.76K +13 +0.9%
ATC
963
Adirondack Trust Company
New York
$198K
BA
964
Ballast Advisors
Minnesota
$198K -$33.2K -245 -14%
HFS
965
Hopwood Financial Services
Virginia
$190K
BNP Paribas Financial Markets
966
BNP Paribas Financial Markets
France
$189K +$189K +1,390 +34,750%
WP
967
WealthShield Partners
North Carolina
$186K +$2.85K +21 +2%
HDIM
968
Hanson & Doremus Investment Management
Vermont
$177K +$949 +7 +0.5%
GWANC
969
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K +$678 +5 +0.4%
VCM
970
Versant Capital Management
Arizona
$175K
LIA
971
Luken Investment Analytics
Tennessee
$175K
HB
972
Horizon Bancorp
Indiana
$174K -$2.44K -18 -1%
AF
973
Advisornet Financial
Minnesota
$173K +$4.21K +31 +2%
IRAG
974
Investment Research & Advisory Group
Georgia
$171K -$9.36K -69 -5%
OHWP
975
Oak Harbor Wealth Partners
North Carolina
$165K -$40.7K -300 -20%