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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
MFIM
76
Mesirow Financial Investment Management
Illinois
$13.9M
CFS
77
CRA Financial Services
New Jersey
$13.9M
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$13.8M
AAS
79
Avantax Advisory Services
Texas
$13.7M
P
80
&Partners
Tennessee
$13.6M
CCM
81
Coldstream Capital Management
Washington
$13.4M
TPCW
82
TD Private Client Wealth
New York
$13.3M
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
US Bancorp
84
US Bancorp
Minnesota
$12.8M
CIBC World Market
85
CIBC World Market
Ontario, Canada
$12.8M
KIA
86
KCM Investment Advisors
California
$12.7M
SWMG
87
Sard Wealth Management Group
Georgia
$12.7M
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$12.3M
WB
89
WesBanco Bank
West Virginia
$11.9M
HWM
90
HB Wealth Management
Georgia
$11.6M
SC
91
Savant Capital
Illinois
$11.5M
NB
92
NBT Bank
New York
$11.2M
Corient Private Wealth
93
Corient Private Wealth
Florida
$11.1M
WIA
94
World Investment Advisors
California
$11M
IWM
95
IHT Wealth Management
Illinois
$10.9M
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$10.9M
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$10.9M
MCA
98
MSH Capital Advisors
Arizona
$10.8M
SRC
99
Sage Rhino Capital
California
$10.7M
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$10.6M