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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
WIM
176
Westside Investment Management
California
$4.77M
PWW
177
Pettyjohn Wood & White
Virginia
$4.76M
Bessemer Group
178
Bessemer Group
New Jersey
$4.66M
GRP
179
Global Retirement Partners
California
$4.66M
NCM
180
Neumann Capital Management
California
$4.63M
BPA
181
Beacon Pointe Advisors
California
$4.58M
FGWP
182
Founders Grove Wealth Partners
Virginia
$4.57M
JWWM
183
Johnson & White Wealth Management
Pennsylvania
$4.47M
FCM
184
Firestone Capital Management
Florida
$4.47M
TWC
185
TD Waterhouse Canada
Ontario, Canada
$4.43M
First Trust Advisors
186
First Trust Advisors
Illinois
$4.36M
DC
187
Davenport & Co
Virginia
$4.2M
SWP
188
Sagespring Wealth Partners
Tennessee
$4.18M
MWA
189
Meridian Wealth Advisors
Texas
$4.12M
VWM
190
Valley Wealth Managers
New Jersey
$4.11M
MWP
191
MYCIO Wealth Partners
Pennsylvania
$4.06M
AT
192
American Trust
Kentucky
$4.06M
KWA
193
Kingswood Wealth Advisors
California
$4M
PMG
194
ProVise Management Group
Florida
$4M
LF
195
LifeSteps Financial
California
$3.98M
JIC
196
Johnson Investment Counsel
Ohio
$3.97M
NG
197
Novem Group
New York
$3.96M
KPWS
198
Kestra Private Wealth Services
Texas
$3.96M
SQA
199
Simon Quick Advisors
New Jersey
$3.94M
CWM
200
Congress Wealth Management
Massachusetts
$3.87M