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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
HDIM
976
Hanson & Doremus Investment Management
Vermont
$178K
GWANC
977
Guardian Wealth Advisors (North Carolina)
North Carolina
$177K
VCM
978
Versant Capital Management
Arizona
$175K
HB
979
Horizon Bancorp
Indiana
$175K
LIA
980
Luken Investment Analytics
Tennessee
$175K
CIA
981
Choate Investment Advisors
Massachusetts
$174K
BA
982
Ballast Advisors
Minnesota
$173K
IRAG
983
Investment Research & Advisory Group
Georgia
$168K
HC
984
Hurley Capital
New York
$165K
OHWP
985
Oak Harbor Wealth Partners
North Carolina
$165K
PB
986
Pinnacle Bancorp
Nebraska
$160K
CA
987
CoreCap Advisors
Michigan
$160K
NRG
988
Nemes Rush Group
Michigan
$158K
TFM
989
TFC Financial Management
Massachusetts
$156K
CWM
990
Consultiva Wealth Management
Puerto Rico
$146K
BCM
991
Boreal Capital Management
Florida
$145K
Russell Investments Group
992
Russell Investments Group
United Kingdom
$144K
SOS
993
Silver Oak Securities
Tennessee
$140K
HHGA
994
Halbert Hargrove Global Advisors
California
$139K
MFC
995
Mechanics Financial Corp
Ohio
$136K
TWM
996
Topsail Wealth Management
North Carolina
$136K
OA
997
Operose Advisors
Wisconsin
$135K
CWM
998
Centricity Wealth Management
Ohio
$133K
NL
999
NVWM LLC
Pennsylvania
$132K
AUB
1000
Atlantic Union Bankshares
Virginia
$132K