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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 %
BWM
951
BCS Wealth Management
Tennessee
$205K +$205K +1,507 New
WE
952
Wealth Effects
Massachusetts
$205K
NAS
953
Nicolet Advisory Services
Wisconsin
$204K +$204K +1,496 New
Barclays
954
Barclays
United Kingdom
$204K +$204K +1,500 New
SWP
955
Summit Wealth Partners
Florida
$204K
BB
956
Busey Bank
Illinois
$204K
FSWA
957
Financial Synergies Wealth Advisors
Texas
$204K
MWM
958
Marion Wealth Management
Pennsylvania
$202K +$814 +6 +0.4%
HS
959
Horan Securities
United States
$202K +$202K +1,486 New
PWMAG
960
Pinnacle Wealth Management Advisory Group
New Jersey
$202K
QCM
961
Quantinno Capital Management
New York
$201K +$201K +1,483 New
LWM
962
Lodestone Wealth Management
Washington
$201K +$201K +1,481 New
WFP
963
Wrenne Financial Planning
Kentucky
$201K
GAG
964
GM Advisory Group
New York
$201K -$6.52K -48 -3%
GWM
965
Global Wealth Management
New Jersey
$201K +$201K +1,444 New
SAM
966
Summit Asset Management
Tennessee
$200K
LWM
967
LongView Wealth Management
Georgia
$200K +$200K +1,475 New
ATC
968
Adirondack Trust Company
New York
$198K
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$193K -$5.29K -39 -3%
HFS
970
Hopwood Financial Services
Virginia
$190K
LWANC
971
Laurel Wealth Advisors (North Carolina)
North Carolina
$189K +$188K +25,464 +13,473%
WP
972
WealthShield Partners
North Carolina
$188K +$2.44K +18 +1%
HDIM
973
Hanson & Doremus Investment Management
Vermont
$178K +$1.08K +8 +0.6%
GWANC
974
Guardian Wealth Advisors (North Carolina)
North Carolina
$177K +$815 +6 +0.5%
VCM
975
Versant Capital Management
Arizona
$175K