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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
VAG
151
VisionPoint Advisory Group
Texas
$5.87M
EFS
152
Essex Financial Services
Connecticut
$5.62M
CFG
153
Citizens Financial Group
Rhode Island
$5.58M
PIA
154
Perennial Investment Advisors
California
$5.55M
ACM
155
Avalon Capital Management
California
$5.52M
WT
156
Whittier Trust
California
$5.5M
HFRG
157
Houlihan Financial Resource Group
Virginia
$5.47M
Deutsche Bank
158
Deutsche Bank
Germany
$5.47M
FHA
159
Flagship Harbor Advisors
Massachusetts
$5.44M
FHA
160
First Horizon Advisors
Tennessee
$5.32M
SMFG
161
Sumitomo Mitsui Financial Group
Japan
$5.27M
SF
162
Strategent Financial
Virginia
$5.25M
CTC
163
Central Trust Company
Missouri
$5.24M
RFC
164
Regions Financial Corp
Alabama
$5.21M
Lido Advisors
165
Lido Advisors
California
$5.2M
AWS
166
Atria Wealth Solutions
New York
$5.2M
EWA
167
EP Wealth Advisors
California
$5.14M
SL
168
Salomon & Ludwin
Virginia
$5.14M
BBHC
169
Brown Brothers Harriman & Co
New York
$5.11M
SS
170
Sunbelt Securities
Texas
$5.07M
NL
171
NWAM LLC
Washington
$5.01M
MAWCM
172
Mine & Arao Wealth Creation & Management
California
$5M
CWM
173
Connecticut Wealth Management
Connecticut
$4.93M
PSP
174
Principal Street Partners
Tennessee
$4.86M
1IA
175
1834 Investment Advisors
Wisconsin
$4.82M