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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 %
LDB
1201
Lee, Danner & Bass
Tennessee
-$125K -945 Closed
FFL
1202
Financial Freedom LLC
Ohio
-$106K -803 Closed
CAS
1203
Coppell Advisory Solutions
Texas
-$93.3K -709 Closed
M
1204
MOTCO
Texas
-$90.9K -688 Closed
HT
1205
Headlands Technologies
Illinois
-$77.1K -584 Closed
EF
1206
Empowered Funds
Pennsylvania
-$66.8K -506 Closed
FLP
1207
Financial Life Planners
Arizona
-$54.5K -412 Closed
CJL
1208
Cyrus J. Lawrence
New York
-$47K -362 Closed
OC
1209
Oarsman Capital
Wisconsin
-$46K -348 Closed
CP
1210
Castleview Partners
Texas
-$42.3K -322 Closed
KBFS
1211
Kohmann Bosshard Financial Services
Ohio
-$39.6K -300 Closed
AWM
1212
Angeles Wealth Management
California
-$37.3K -282 Closed
RWM
1213
Rialto Wealth Management
New York
-$34.1K -258 Closed
KIM
1214
Kestra Investment Management
Texas
-$31K -235 Closed
JFA
1215
JNBA Financial Advisors
Minnesota
-$29.6K -224 Closed
TCA
1216
Trifecta Capital Advisors
Illinois
-$23.1K -175 Closed
WWA
1217
Wingate Wealth Advisors
Massachusetts
-$20.9K -158 Closed
PCWA
1218
Pacific Capital Wealth Advisors
California
-$18.4K -139 Closed
PIS
1219
POM Investment Strategies
North Carolina
-$15.6K -118 Closed
OSNBOA
1220
Old Second National Bank of Aurora
Illinois
-$13.2K -100 Closed
SC
1221
Swan Capital
Florida
-$5.02K -38 Closed
SAM
1222
Synergy Asset Management
Washington
-$426 -3 Closed
LOIP
1223
Live Oak Investment Partners
Texas
-$21.3K
OGF
1224
Orin Green Financial
California
-$201K