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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
Two Sigma Investments
1176
Two Sigma Investments
New York
LT
1177
Legacy Trust
Michigan
VPIM
1178
Vanguard Personalized Indexing Management
California
EWM
1179
Evercore Wealth Management
New York
JWBC
1180
John W. Brooker & Co
California
FVWA
1181
Foster Victor Wealth Advisors
South Carolina
CFG
1182
Clayton Financial Group
Missouri
WBCM
1183
Wilson & Boucher Capital Management
California
SFC
1184
Strategic Financial Concepts
Texas
WF
1185
WoodTrust Financial
Wisconsin
GFP
1186
Gryphon Financial Partners
Ohio
CFGSD
1187
Compass Financial Group (South Dakota)
South Dakota
BP
1188
Ballentine Partners
Massachusetts
WFAG
1189
Wescott Financial Advisory Group
Pennsylvania
GAM
1190
GEM Asset Management
Michigan
CRI
1191
Colonial River Investments
Virginia
IIA
1192
Integral Investment Advisors
California
RFO
1193
RiverGlades Family Offices
Florida
PPWM
1194
PFG Private Wealth Management
Florida
CRFG
1195
Columbia River Financial Group
Washington
WT
1196
Washington Trust
Rhode Island
GCM
1197
GKV Capital Management
California
SC
1198
Stephens Consulting
Michigan
PA
1199
PSI Advisors
Florida
CWM
1200
Compass Wealth Management
Connecticut