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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
GBT
1026
Grove Bank & Trust
Florida
$79K
GJIA
1027
Glass Jacobson Investment Advisors
Maryland
$78K
KWM
1028
Kiker Wealth Management
Georgia
$77.6K
IWM
1029
Inlight Wealth Management
Georgia
$75.9K
BFO
1030
Biltmore Family Office
North Carolina
$74.7K
CSC
1031
Caldwell Sutter Capital
California
$70.6K
PSB
1032
Piscataqua Savings Bank
New Hampshire
$69.9K
AIM
1033
Arcadia Investment Management
Michigan
$68.7K
VWA
1034
VSM Wealth Advisory
Maryland
$67.2K
NFSG
1035
Newbridge Financial Services Group
Florida
$66.7K
HIA
1036
Harbor Investment Advisory
Maryland
$65.3K
CT
1037
Clearstead Trust
Maine
$64.5K
MSFP
1038
Mark Sheptoff Financial Planning
Connecticut
$64.5K
SVCP
1039
Silicon Valley Capital Partners
California
$61.1K
PCM
1040
Palouse Capital Management
Washington
$60.9K
TCM
1041
Tradewinds Capital Management
Washington
$59.9K
AA
1042
Addison Advisors
Vermont
$56.3K
CTC
1043
Cetera Trust Company
Minnesota
$56.2K
EWM
1044
Evolution Wealth Management
Florida
$54.8K
DI
1045
DAGCO Inc
Ohio
$54.3K
FP
1046
Financial Perspectives
Minnesota
$54K
ETC
1047
Exchange Traded Concepts
Oklahoma
$52.8K
CPA
1048
Cardiff Park Advisors
California
$52K
EB
1049
Eastern Bank
Massachusetts
$51.8K
GC
1050
Garde Capital
Washington
$51.8K