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State Street SPDR S&P Dividend ETF

1,153 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 77 funds opening new positions, 334 increasing their positions, 431 reducing their positions, and 65 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: 1,1691,153 (-16)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

23% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 431

Holders
1,153
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
R
351
Rebalance
California
$1.56M
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$1.56M
DWP
353
Daymark Wealth Partners
Ohio
$1.55M
WPW
354
Waldron Private Wealth
Pennsylvania
$1.52M
MWM
355
McNaughton Wealth Management
California
$1.51M
TCOV
356
Trust Company of Vermont
Vermont
$1.51M
SCTC
357
Sanibel Captiva Trust Company
Florida
$1.5M
CSP
358
Cary Street Partners
Virginia
$1.5M
AA
359
Ancora Advisors
Ohio
$1.48M
SB
360
Strategic Blueprint
Georgia
$1.47M
TWP
361
Tyche Wealth Partners
Texas
$1.47M
PCA
362
Pallas Capital Advisors
Massachusetts
$1.47M
JWM
363
Jeppson Wealth Management
California
$1.46M
LSA
364
Lion Street Advisors
Texas
$1.45M
GI
365
GLOBALT Investments
Georgia
$1.44M
APP
366
Avantax Planning Partners
Iowa
$1.44M
DCM
367
Donaldson Capital Management
Indiana
$1.43M
PWP
368
Pursue Wealth Partners
California
$1.42M
SW
369
SVB Wealth
Massachusetts
$1.42M
BHWM
370
Bar Harbor Wealth Management
New Hampshire
$1.41M
SW
371
Simplicity Wealth
New Jersey
$1.41M
V
372
VeraBank
Texas
$1.39M
HC
373
Hourglass Capital
Texas
$1.39M
SPC
374
Sigma Planning Corp
Michigan
$1.38M
SMA
375
Sage Mountain Advisors
Georgia
$1.38M