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State Street SPDR S&P Dividend ETF

1,163 hedge funds and large institutions have $8.93B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 338 increasing their positions, 434 reducing their positions, and 64 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,1711,163 (-8)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 434

Holders
1,163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.29M
Puts
$4.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
351
Lodestar Private Asset Management
California
$1.58M
R
352
Rebalance
California
$1.56M
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$1.56M
DWP
354
Daymark Wealth Partners
Ohio
$1.55M
WPW
355
Waldron Private Wealth
Pennsylvania
$1.52M
MWM
356
McNaughton Wealth Management
California
$1.51M
TCOV
357
Trust Company of Vermont
Vermont
$1.51M
SCTC
358
Sanibel Captiva Trust Company
Florida
$1.5M
CSP
359
Cary Street Partners
Virginia
$1.5M
AA
360
Ancora Advisors
Ohio
$1.48M
SB
361
Strategic Blueprint
Georgia
$1.47M
TWP
362
Tyche Wealth Partners
Texas
$1.47M
PCA
363
Pallas Capital Advisors
Massachusetts
$1.47M
JWM
364
Jeppson Wealth Management
California
$1.46M
LSA
365
Lion Street Advisors
Texas
$1.45M
GI
366
GLOBALT Investments
Georgia
$1.44M
APP
367
Avantax Planning Partners
Iowa
$1.44M
DCM
368
Donaldson Capital Management
Indiana
$1.43M
PWP
369
Pursue Wealth Partners
California
$1.42M
SW
370
SVB Wealth
Massachusetts
$1.42M
BHWM
371
Bar Harbor Wealth Management
New Hampshire
$1.41M
SW
372
Simplicity Wealth
New Jersey
$1.41M
V
373
VeraBank
Texas
$1.39M
HC
374
Hourglass Capital
Texas
$1.39M
SPC
375
Sigma Planning Corp
Michigan
$1.38M