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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
GWAG
951
Garrett Wealth Advisory Group
Texas
$206K
RFA
952
Rollins Financial Advisors
New York
$206K
COCM
953
Charter Oak Capital Management
New Hampshire
$206K
BWM
954
BCS Wealth Management
Tennessee
$205K
WE
955
Wealth Effects
Massachusetts
$205K
NAS
956
Nicolet Advisory Services
Wisconsin
$204K
Barclays
957
Barclays
United Kingdom
$204K
SWP
958
Summit Wealth Partners
Florida
$204K
BB
959
Busey Bank
Illinois
$204K
FSWA
960
Financial Synergies Wealth Advisors
Texas
$204K
MWM
961
Marion Wealth Management
Pennsylvania
$202K
HS
962
Horan Securities
United States
$202K
PWMAG
963
Pinnacle Wealth Management Advisory Group
New Jersey
$202K
QCM
964
Quantinno Capital Management
New York
$201K
LWM
965
Lodestone Wealth Management
Washington
$201K
WFP
966
Wrenne Financial Planning
Kentucky
$201K
GAG
967
GM Advisory Group
New York
$201K
GWM
968
Global Wealth Management
New Jersey
$201K
SAM
969
Summit Asset Management
Tennessee
$200K
LWM
970
LongView Wealth Management
Georgia
$200K
ATC
971
Adirondack Trust Company
New York
$198K
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$193K
HFS
973
Hopwood Financial Services
Virginia
$190K
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$189K
WP
975
WealthShield Partners
North Carolina
$188K