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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
NP
201
NorthRock Partners
Minnesota
$3.85M
WA
202
Waverly Advisors
Alabama
$3.81M
AF
203
Allworth Financial
California
$3.8M
LAM
204
Lewis Asset Management
California
$3.79M
FFP
205
Forbes Financial Planning
Rhode Island
$3.74M
CNBT
206
Canandaigua National Bank & Trust
New York
$3.68M
BPWM
207
Badgley Phelps Wealth Managers
Washington
$3.66M
LFG
208
Larson Financial Group
Missouri
$3.66M
FA
209
FDx Advisors
Illinois
$3.65M
1832 Asset Management
210
1832 Asset Management
Ontario, Canada
$3.6M
Citigroup
211
Citigroup
New York
$3.59M
MF
212
Meridian Financial
Massachusetts
$3.57M
DBIA
213
Dumont & Blake Investment Advisors
New Jersey
$3.49M
FWM
214
FSA Wealth Management
Massachusetts
$3.44M
AWA
215
Arkadios Wealth Advisors
Georgia
$3.43M
DWM
216
Denver Wealth Management
Colorado
$3.43M
PCIA
217
Prime Capital Investment Advisors
Kansas
$3.42M
AMG
218
Asset Management Group
Connecticut
$3.42M
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$3.42M
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$3.38M
FCH
221
Freestone Capital Holdings
Washington
$3.37M
IBOK
222
Independence Bank of Kentucky
Kentucky
$3.33M
FTUS
223
Flow Traders U.S.
New York
$3.3M
CPIG
224
Chicago Partners Investment Group
Illinois
$3.27M
BFA
225
Blueprint Financial Advisors
North Carolina
$3.23M