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SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Shares
Change %
CSB
1051
City State Bank
Iowa
$48.6K
SAM
1052
Smartleaf Asset Management
Massachusetts
$47.9K
MFA
1053
Morling Financial Advisors
California
$47.9K
BFO
1054
Biltmore Family Office
North Carolina
$47.5K
BFS
1055
Bare Financial Services
Pennsylvania
$46.4K
BFP
1056
Briaud Financial Planning
Texas
$45K +$45K +332 New
AG
1057
AmeriFlex Group
Nevada
$44.5K
CBT
1058
Crews Bank & Trust
Florida
$44.4K +$22K +162 +98%
EWM
1059
Evermay Wealth Management
Virginia
$44.2K
TSMHT
1060
Thurston Springer Miller Herd & Titak
Indiana
$42.8K +$33.3K +245 +350%
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$42.7K
SSA
1062
SSA Swiss Advisors
$42.1K +$42.1K +310 New
WAM
1063
WFA Asset Management
Wisconsin
$41.9K -$919 -7 -2%
PA
1064
Pineridge Advisors
Missouri
$41.5K
OC
1065
Oakworth Capital
Alabama
$41.5K
WFA
1066
West Financial Advisors
Iowa
$39.9K
SCM
1067
Sterling Capital Management
North Carolina
$38.9K
DWM
1068
Darwin Wealth Management
Florida
$38K
MHR
1069
Matthew Hamilton Rosenberg
$37.7K
TVWM
1070
Tower View Wealth Management
Wisconsin
$37.5K +$271 +2 +0.7%
OP
1071
ORG Partners
Indiana
$36.6K -$641K -4,730 -95%
CA
1072
Continuum Advisory
Idaho
$36.4K -$18K -133 -33%
SIS
1073
Strategic Investment Solutions
Illinois
$35.9K
FF
1074
Friedenthal Financial
New Jersey
$35.7K +$2.04K +15 +6%
AA
1075
Addison Advisors
Vermont
$34.6K -$11.5K -85 -25%