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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
CICI
1051
Capital Investment Counsel Inc
North Carolina
$50.2K
WPA
1052
Wealth Preservation Advisors
Tennessee
$49.9K
MSG
1053
Main Street Group
Virginia
$49K
CSB
1054
City State Bank
Iowa
$48.6K
SAM
1055
Smartleaf Asset Management
Massachusetts
$48.3K
MFA
1056
Morling Financial Advisors
California
$47.9K
KG
1057
Kilter Group
New York
$47.5K
BFS
1058
Bare Financial Services
Pennsylvania
$46.4K
BFP
1059
Briaud Financial Planning
Texas
$45K
CBT
1060
Crews Bank & Trust
Florida
$44.4K
EWM
1061
Evermay Wealth Management
Virginia
$44.2K
RP
1062
Rice Partnership
Hawaii
$44K
TIM
1063
Total Investment Management
Arizona
$43.4K
PFBT
1064
Parkside Financial Bank & Trust
Missouri
$42.7K
PA
1065
Pineridge Advisors
Missouri
$41.5K
OC
1066
Oakworth Capital
Alabama
$41.5K
WAM
1067
WFA Asset Management
Wisconsin
$40.9K
PWAM
1068
Private Wealth Asset Management
Iowa
$40.2K
OLVIG
1069
Oliver Lagore Vanvalin Investment Group
Michigan
$40.2K
WFA
1070
West Financial Advisors
Iowa
$39.9K
SCM
1071
Sterling Capital Management
North Carolina
$39K
MHR
1072
Matthew Hamilton Rosenberg
$37.7K
OP
1073
ORG Partners
Indiana
$37.3K
SIS
1074
Strategic Investment Solutions
Illinois
$36K
FCMT
1075
Founders Capital Management (Texas)
Texas
$35.3K