State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
9 hedge funds and large institutions have $4.53M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
2% more capital invested
Capital invested by funds: $4.43M → $4.53M (+$94.4K)
6.76% less ownership
Funds ownership: 53.57% → 46.81% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOM
Bank of Marin
Novato,
California
|
+$741K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$191K |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$26.6K |
| 4 |
MF
Meridian Financial
Holliston,
Massachusetts
|
+$26.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$560K |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $1.5M | +$26.6K | +690 | +2% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $1.09M | -$284K | -7,387 | -19% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $770K | +$191K | +4,959 | +32% |
|
|
BOM
4
Bank of Marin
Novato,
California
| $728K | +$741K | +19,248 | New |
|
|
MF
5
Meridian Financial
Holliston,
Massachusetts
| $413K | +$26.3K | +683 | +7% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $15.1K | +$15.4K | +400 | New |
|
|
1NWS
7
1 North Wealth Services
Annapolis,
Maryland
| $5.68K | +$5.77K | +150 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3.78K | – | – | – |
|
9
Morgan Stanley
New York
| $45 | – | – | – |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$560K | -14,890 | Closed |
|
SPDG Hedge Fund Activity: Q1 2025 in Review
9 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q1 2025, worth a combined $4.53M — up 2.1% from $4.43M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPDG positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bank of Marin, opening a new position worth an estimated $741K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $560K sold.
- 9 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $4.53M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q1 2025, up 2.1% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q1 2025 was Bank of Marin, an estimated $741K added.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF seller in Q1 2025 was Susquehanna International Group, an estimated $560K sold.
Based on aggregated 13F filings for Q1 2025.