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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 %
WIM
176
Westside Investment Management
California
$4.77M +$153K +1,125 +3%
PWW
177
Pettyjohn Wood & White
Virginia
$4.76M -$24.8K -183 -0.5%
Bessemer Group
178
Bessemer Group
New Jersey
$4.66M +$12.2K +90 +0.3%
GRP
179
Global Retirement Partners
California
$4.66M +$4.66M +34,306 New
NCM
180
Neumann Capital Management
California
$4.63M -$85.5K -630 -2%
BPA
181
Beacon Pointe Advisors
California
$4.58M +$20.2K +149 +0.4%
FGWP
182
Founders Grove Wealth Partners
Virginia
$4.57M -$35.6K -262 -0.8%
JWWM
183
Johnson & White Wealth Management
Pennsylvania
$4.47M -$138K -1,019 -3%
FCM
184
Firestone Capital Management
Florida
$4.47M -$274K -2,016 -6%
TWC
185
TD Waterhouse Canada
Ontario, Canada
$4.43M -$3.59K -26 -0.1%
First Trust Advisors
186
First Trust Advisors
Illinois
$4.36M +$1.02M +7,493 +30%
DC
187
Davenport & Co
Virginia
$4.2M -$169K -1,245 -4%
SWP
188
Sagespring Wealth Partners
Tennessee
$4.18M -$248K -1,826 -6%
MWA
189
Meridian Wealth Advisors
Texas
$4.12M +$125K +920 +3%
VWM
190
Valley Wealth Managers
New Jersey
$4.11M -$77.6K -572 -2%
MWP
191
MYCIO Wealth Partners
Pennsylvania
$4.06M +$26.5K +195 +0.7%
AT
192
American Trust
Kentucky
$4.06M -$196K -1,444 -5%
KWA
193
Kingswood Wealth Advisors
California
$4M +$157K +1,159 +4%
PMG
194
ProVise Management Group
Florida
$4M -$540K -3,978 -12%
LF
195
LifeSteps Financial
California
$3.98M -$8.69K -64 -0.2%
JIC
196
Johnson Investment Counsel
Ohio
$3.97M +$90.3K +665 +2%
NG
197
Novem Group
New York
$3.96M +$13.6K +100 +0.3%
KPWS
198
Kestra Private Wealth Services
Texas
$3.96M +$366K +2,695 +10%
SQA
199
Simon Quick Advisors
New Jersey
$3.94M +$83.5K +615 +2%
CWM
200
Congress Wealth Management
Massachusetts
$3.87M -$218K -1,608 -5%