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SPDR S&P Dividend ETF

1,153 hedge funds and large institutions have $8.75B invested in SPDR S&P Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 316 increasing their positions, 470 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
72
Increased
316
Reduced
470
Closed
67
Calls
$6.51M
Puts
$5.27M
Net Calls
+$1.25M
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
201
AA Financial Advisors
Ohio
$3.98M -$308K -2,272 -7%
JWCA
202
J.W. Cole Advisors
Florida
$3.96M -$2.91M -21,459 -42%
NG
203
Novem Group
New York
$3.95M -$184K -1,353 -4%
PCIA
204
Prime Capital Investment Advisors
Kansas
$3.91M -$53.1K -391 -1%
WA
205
Waverly Advisors
Alabama
$3.88M -$118K -867 -3%
JIC
206
Johnson Investment Counsel
Ohio
$3.88M -$23.1K -170 -0.6%
SQA
207
Simon Quick Advisors
New Jersey
$3.86M -$42.7K -315 -1%
KWA
208
Kingswood Wealth Advisors
California
$3.84M -$1.54M -11,379 -29%
CNBT
209
Canandaigua National Bank & Trust
New York
$3.78M -$139K -1,022 -4%
BPWM
210
Badgley Phelps Wealth Managers
Washington
$3.77M -$251K -1,850 -6%
SMAM
211
Sugar Maple Asset Management
Wisconsin
$3.74M +$6.78K +50 +0.2%
FA
212
FDx Advisors
Illinois
$3.7M -$44.8K -330 -1%
CST
213
Charles Schwab Trust
Nevada
$3.7M +$1.12M +8,256 +43%
MBTD
214
Mechanics Bank - Trust Department
California
$3.64M -$52.2K -385 -1%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$3.6M -$26.9K -200 -0.7%
LFG
216
Larson Financial Group
Missouri
$3.59M +$2.12M +15,624 +144%
KPWS
217
Kestra Private Wealth Services
Texas
$3.59M +$182K +1,344 +5%
DWM
218
Denver Wealth Management
Colorado
$3.55M -$777K -5,725 -18%
FWM
219
FSA Wealth Management
Massachusetts
$3.51M +$189K +1,395 +6%
DBIA
220
Dumont & Blake Investment Advisors
New Jersey
$3.5M -$17.6K -130 -0.5%
FCH
221
Freestone Capital Holdings
Washington
$3.49M +$208K +1,534 +6%
SFG
222
Shum Financial Group
California
$3.49M -$24.6K -181 -0.7%
AF
223
Allworth Financial
California
$3.44M -$29.5K -226 -0.8%
LA
224
Legacy Advisors
Pennsylvania
$3.42M
PFS
225
Prospera Financial Services
Texas
$3.42M -$201K -1,479 -6%