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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 %
IWM
1026
Inlight Wealth Management
Georgia
$75.9K
BFO
1027
Biltmore Family Office
North Carolina
$74.7K +$27.1K +200 +57%
CSC
1028
Caldwell Sutter Capital
California
$70.6K
PSB
1029
Piscataqua Savings Bank
New Hampshire
$69.9K
AIM
1030
Arcadia Investment Management
Michigan
$68.7K
VWA
1031
VSM Wealth Advisory
Maryland
$67.2K
NFSG
1032
Newbridge Financial Services Group
Florida
$66.7K -$543 -4 -0.8%
HIA
1033
Harbor Investment Advisory
Maryland
$65.3K -$18.7K -138 -22%
MSFP
1034
Mark Sheptoff Financial Planning
Connecticut
$64.5K
CT
1035
Clearstead Trust
Maine
$64.5K
PCM
1036
Palouse Capital Management
Washington
$60.9K -$6.38K -47 -9%
TCM
1037
Tradewinds Capital Management
Washington
$59.9K
AA
1038
Addison Advisors
Vermont
$56.3K +$21.7K +160 +63%
CTC
1039
Cetera Trust Company
Minnesota
$56.2K
EWM
1040
Evolution Wealth Management
Florida
$54.8K +$54.8K +404 New
DI
1041
DAGCO Inc
Ohio
$54.3K
FP
1042
Financial Perspectives
Minnesota
$54K +$54K +398 New
ETC
1043
Exchange Traded Concepts
Oklahoma
$52.8K +$52.8K +389 New
CPA
1044
Cardiff Park Advisors
California
$52K
GC
1045
Garde Capital
Washington
$51.8K
EB
1046
Eastern Bank
Massachusetts
$51.8K
CICI
1047
Capital Investment Counsel Inc
North Carolina
$50.2K
WPA
1048
Wealth Preservation Advisors
Tennessee
$49.9K
MSG
1049
Main Street Group
Virginia
$49K -$34.3K -253 -41%
CSB
1050
City State Bank
Iowa
$48.6K