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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 %
SAM
1051
Smartleaf Asset Management
Massachusetts
$48.3K
MFA
1052
Morling Financial Advisors
California
$47.9K
KG
1053
Kilter Group
New York
$47.5K +$47.5K +350 New
BFS
1054
Bare Financial Services
Pennsylvania
$46.4K
BFP
1055
Briaud Financial Planning
Texas
$45K
CBT
1056
Crews Bank & Trust
Florida
$44.4K
EWM
1057
Evermay Wealth Management
Virginia
$44.2K
RP
1058
Rice Partnership
Hawaii
$44K -$13.6K -100 -24%
TIM
1059
Total Investment Management
Arizona
$43.4K +$43.4K +320 New
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$42.7K
PA
1061
Pineridge Advisors
Missouri
$41.5K
OC
1062
Oakworth Capital
Alabama
$41.5K
WAM
1063
WFA Asset Management
Wisconsin
$40.9K +$255 +2 +0.6%
PWAM
1064
Private Wealth Asset Management
Iowa
$40.2K +$37.2K +274 +1,245%
OLVIG
1065
Oliver Lagore Vanvalin Investment Group
Michigan
$40.2K +$40.2K +296 New
WFA
1066
West Financial Advisors
Iowa
$39.9K
SCM
1067
Sterling Capital Management
North Carolina
$39K
MHR
1068
Matthew Hamilton Rosenberg
$37.7K
OP
1069
ORG Partners
Indiana
$37.3K
SIS
1070
Strategic Investment Solutions
Illinois
$36K +$136 +1 +0.4%
FCMT
1071
Founders Capital Management (Texas)
Texas
$35.3K -$13.6K -100 -28%
FMII
1072
Farmers & Merchants Investments Inc
Nebraska
$33.9K -$183K -1,345 -84%
EDRH
1073
Edmond de Rothschild Holding
Switzerland
$33.9K
HWM
1074
Hemington Wealth Management
Virginia
$33K
AW
1075
Avion Wealth
Texas
$33K +$6.25K +47 +23%