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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 %
RCA
1126
Runnymede Capital Advisors
Ohio
$10.4K
CUAMC
1127
China Universal Asset Management Company
China
$10.2K
MWM
1128
Mascoma Wealth Management
New Hampshire
$9.77K
PWM
1129
Parkworth Wealth Management
California
$9.04K
CWM
1130
Copia Wealth Management
Oregon
$8.68K
SFCL
1131
Strengthening Families & Communities LLC
Massachusetts
$8.66K +$135 +1 +2%
SVWA
1132
Sarver Vrooman Wealth Advisors
Missouri
$8.6K +$8.6K +63 New
PMIM
1133
Prudent Man Investment Management
Colorado
$8.32K
POIA
1134
Pin Oak Investment Advisors
Texas
$8K -$3.43K -30 -30%
DJSG
1135
D.J. St. Germain
Massachusetts
$7.19K -$31.7K -234 -82%
BTC
1136
Bank & Trust Company
Illinois
$6.78K
YDMI
1137
Y.D. More Investments
Israel
$5.7K
SIS
1138
Sound Income Strategies
Florida
$5.56K +$5.56K +41 New
WBC
1139
West Branch Capital
Massachusetts
$5.43K
RDFA
1140
Ritter Daniher Financial Advisory
Ohio
$5.29K
RCM
1141
Richardson Capital Management
Wisconsin
$4.61K +$4.61K +34 New
CPA
1142
Compass Planning Associates
Massachusetts
$4.2K
CCM
1143
Chilton Capital Management
Texas
$3.26K -$3.26K -24 -50%
KGP
1144
Keystone Global Partners
Colorado
$3.12K +$3.12K +23 New
MCA
1145
Maryland Capital Advisors
Maryland
$2.99K
1IA
1146
1620 Investment Advisors
Massachusetts
$2.99K
PWAM
1147
Private Wealth Asset Management
Iowa
$2.99K +$2.99K +22 New
GWSA
1148
Global Wealth Strategies & Associates
Colorado
$2.71K
HH
1149
HWG Holdings
Texas
$2.71K +$2.71K +20 New
CPBTD
1150
Central Pacific Bank - Trust Division
Hawaii
$2.44K -$7.46K -55 -75%