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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
CWM
201
Congress Wealth Management
Massachusetts
$3.87M
NP
202
NorthRock Partners
Minnesota
$3.85M
WA
203
Waverly Advisors
Alabama
$3.81M
AF
204
Allworth Financial
California
$3.8M
LAM
205
Lewis Asset Management
California
$3.79M
FFP
206
Forbes Financial Planning
Rhode Island
$3.74M
CNBT
207
Canandaigua National Bank & Trust
New York
$3.68M
BPWM
208
Badgley Phelps Wealth Managers
Washington
$3.66M
LFG
209
Larson Financial Group
Missouri
$3.66M
FA
210
FDx Advisors
Illinois
$3.65M
1832 Asset Management
211
1832 Asset Management
Ontario, Canada
$3.6M
Citigroup
212
Citigroup
New York
$3.59M
MF
213
Meridian Financial
Massachusetts
$3.57M
DBIA
214
Dumont & Blake Investment Advisors
New Jersey
$3.49M
FWM
215
FSA Wealth Management
Massachusetts
$3.44M
AWA
216
Arkadios Wealth Advisors
Georgia
$3.43M
DWM
217
Denver Wealth Management
Colorado
$3.43M
PCIA
218
Prime Capital Investment Advisors
Kansas
$3.42M
AMG
219
Asset Management Group
Connecticut
$3.42M
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$3.42M
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$3.38M
FCH
222
Freestone Capital Holdings
Washington
$3.37M
IBOK
223
Independence Bank of Kentucky
Kentucky
$3.33M
FTUS
224
Flow Traders U.S.
New York
$3.3M
CPIG
225
Chicago Partners Investment Group
Illinois
$3.27M