State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
8 hedge funds and large institutions have $4.55M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more capital invested
Capital invested by funds: $4.53M → $4.55M (+$18.6K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
1.77% less ownership
Funds ownership: 46.81% → 45.04% (-1.8%)
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Meridian Financial
Holliston,
Massachusetts
|
+$58.3K |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$55.7K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$269K |
| 2 |
BOM
Bank of Marin
Novato,
California
|
-$18.9K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7.38K |
| 4 |
Morgan Stanley
New York
|
-$45 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $1.26M | -$269K | -7,276 | -18% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $1.26M | +$55.7K | +1,509 | +5% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $802K | +$11.1K | +300 | +1% |
|
|
BOM
4
Bank of Marin
Novato,
California
| $728K | -$18.9K | -511 | -3% |
|
|
MF
5
Meridian Financial
Holliston,
Massachusetts
| $486K | +$58.3K | +1,579 | +14% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $7.77K | -$7.38K | -200 | -50% |
|
|
1NWS
7
1 North Wealth Services
Annapolis,
Maryland
| $5.83K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3.88K | – | – | – |
|
|
9
Morgan Stanley
New York
| – | -$45 | -1 | Closed |
|
SPDG Hedge Fund Activity: Q2 2025 in Review
8 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q2 2025, worth a combined $4.55M — up 0.41% from $4.53M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SPDG and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Meridian Financial, adding an estimated $58.3K. The largest seller was Concord Wealth Partners, cutting an estimated $269K.
- 8 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q2 2025, down from 9 in Q1 2025.
- Funds reported $4.55M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q2 2025, up 0.41% quarter-over-quarter.
- 0 funds opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q2 2025 was Meridian Financial, an estimated $58.3K added.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF seller in Q2 2025 was Concord Wealth Partners, an estimated $269K sold.
Based on aggregated 13F filings for Q2 2025.