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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 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% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
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
1IA
176
1834 Investment Advisors
Wisconsin
$4.82M
WIM
177
Westside Investment Management
California
$4.77M
PWW
178
Pettyjohn Wood & White
Virginia
$4.76M
Bessemer Group
179
Bessemer Group
New Jersey
$4.66M
GRP
180
Global Retirement Partners
California
$4.66M
NCM
181
Neumann Capital Management
California
$4.63M
BPA
182
Beacon Pointe Advisors
California
$4.58M
FGWP
183
Founders Grove Wealth Partners
Virginia
$4.57M
JWWM
184
Johnson & White Wealth Management
Pennsylvania
$4.47M
FCM
185
Firestone Capital Management
Florida
$4.47M
TWC
186
TD Waterhouse Canada
Ontario, Canada
$4.43M
First Trust Advisors
187
First Trust Advisors
Illinois
$4.36M
DC
188
Davenport & Co
Virginia
$4.2M
SWP
189
Sagespring Wealth Partners
Tennessee
$4.18M
MWA
190
Meridian Wealth Advisors
Texas
$4.12M
VWM
191
Valley Wealth Managers
New Jersey
$4.11M
MWP
192
MYCIO Wealth Partners
Pennsylvania
$4.06M
AT
193
American Trust
Kentucky
$4.06M
KWA
194
Kingswood Wealth Advisors
California
$4M
PMG
195
ProVise Management Group
Florida
$4M
LF
196
LifeSteps Financial
California
$3.98M
JIC
197
Johnson Investment Counsel
Ohio
$3.97M
NG
198
Novem Group
New York
$3.96M
KPWS
199
Kestra Private Wealth Services
Texas
$3.96M
SQA
200
Simon Quick Advisors
New Jersey
$3.94M