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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
NC
1001
North Capital
Utah
$118K
TCM
1002
TD Capital Management
Tennessee
$116K
HWM
1003
Horizons Wealth Management
North Carolina
$115K
HNB
1004
Hilltop National Bank
Wyoming
$114K
FMTCOCP
1005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K
AWM
1006
Activest Wealth Management
Florida
$112K
TIM
1007
Tortoise Investment Management
New York
$111K
IWP
1008
IAG Wealth Partners
Wisconsin
$111K
BA
1009
Bristlecone Advisors
Washington
$104K
CNBTD
1010
Citizens National Bank Trust Department
Mississippi
$104K
BTD
1011
BankPlus Trust Department
Mississippi
$104K
FFA
1012
Founders Financial Alliance
North Carolina
$103K
TSMHT
1013
Thurston Springer Miller Herd & Titak
Indiana
$101K
BCMLT
1014
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K
ZBNA
1015
Zions Bancorporation, National Association
Utah
$99.4K
AIM
1016
Anchor Investment Management
South Carolina
$95.8K
BWM
1017
Bernard Wealth Management
Michigan
$94.2K
MWM
1018
MGB Wealth Management
Texas
$93.9K
GA
1019
GoalVest Advisory
New York
$93K
DAM
1020
Delta Asset Management
Tennessee
$88.6K
NA
1021
Nordwand Advisors
Pennsylvania
$86.9K
PPA
1022
Painted Porch Advisors
California
$84.4K
AIA
1023
Armor Investment Advisors
North Carolina
$84.2K
FIM
1024
FWL Investment Management
Texas
$83.6K
VWWMG
1025
Vermillion & White Wealth Management Group
Pennsylvania
$79.7K