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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 %
VAG
151
VisionPoint Advisory Group
Texas
$5.87M +$554K +4,078 +10%
EFS
152
Essex Financial Services
Connecticut
$5.62M -$32.6K -240 -0.6%
CFG
153
Citizens Financial Group
Rhode Island
$5.58M +$1.09M +8,003 +24%
PIA
154
Perennial Investment Advisors
California
$5.55M +$627K +4,617 +13%
ACM
155
Avalon Capital Management
California
$5.52M +$12.1K +89 +0.2%
WT
156
Whittier Trust
California
$5.5M -$730K -5,382 -12%
HFRG
157
Houlihan Financial Resource Group
Virginia
$5.47M -$69.9K -513 -1%
Deutsche Bank
158
Deutsche Bank
Germany
$5.47M +$600K +4,422 +12%
FHA
159
Flagship Harbor Advisors
Massachusetts
$5.44M -$107K -785 -2%
FHA
160
First Horizon Advisors
Tennessee
$5.32M -$55.6K -410 -1%
SMFG
161
Sumitomo Mitsui Financial Group
Japan
$5.27M +$2.7M +19,916 +105%
SF
162
Strategent Financial
Virginia
$5.25M -$32.7K -241 -0.6%
CTC
163
Central Trust Company
Missouri
$5.24M -$181K -1,336 -3%
RFC
164
Regions Financial Corp
Alabama
$5.21M -$1.96M -14,468 -27%
Lido Advisors
165
Lido Advisors
California
$5.2M +$593K +4,368 +13%
AWS
166
Atria Wealth Solutions
New York
$5.2M -$4.82M -35,408 -48%
EWA
167
EP Wealth Advisors
California
$5.14M +$38.7K +285 +0.8%
SL
168
Salomon & Ludwin
Virginia
$5.14M -$38.1K -275 -0.7%
BBHC
169
Brown Brothers Harriman & Co
New York
$5.11M
SS
170
Sunbelt Securities
Texas
$5.07M -$124K -939 -2%
NL
171
NWAM LLC
Washington
$5.01M +$41.3K +300 +0.8%
MAWCM
172
Mine & Arao Wealth Creation & Management
California
$5M +$29.9K +220 +0.6%
CWM
173
Connecticut Wealth Management
Connecticut
$4.93M -$358K -2,634 -7%
PSP
174
Principal Street Partners
Tennessee
$4.86M +$2.45M +18,016 +101%
1IA
175
1834 Investment Advisors
Wisconsin
$4.82M -$1.03M -7,588 -18%