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State Street SPDR S&P Dividend ETF

1,142 hedge funds and large institutions have $8.87B invested in State Street SPDR S&P Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 430 reducing their positions, and 61 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:

2% less funds holding

Funds holding: 1,1661,142 (-24)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

24% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 430

Holders
1,142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
Creative Planning
26
Creative Planning
Kansas
$65.2M
Stifel Financial
27
Stifel Financial
Missouri
$63M
Jones Financial Companies
28
Jones Financial Companies
Missouri
$59.5M
ERWM
29
Elk River Wealth Management
Colorado
$58.6M
MML Investors Services
30
MML Investors Services
Massachusetts
$56.8M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$53.1M
JSAM
32
J. Safra Asset Management
New York
$47.9M
Goldman Sachs
33
Goldman Sachs
New York
$46.8M
MSA
34
Marino Stram & Associates
Massachusetts
$39.4M
LW
35
Linscomb Wealth
Texas
$39M
CA
36
Clearstead Advisors
Ohio
$38.8M
MGIA
37
Moneta Group Investment Advisors
Missouri
$38.2M
NSLI
38
Nan Shan Life Insurance
Taiwan
$34.7M
WFM
39
Wolff Financial Management
Michigan
$34.6M
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$34.4M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$33.4M
CCM
42
Coldstream Capital Management
Washington
$31.3M
Mariner
43
Mariner
Kansas
$30.9M
SPIA
44
Steward Partners Investment Advisory
New York
$30.3M
FAM
45
Flaharty Asset Management
Florida
$29.9M
KAS
46
Kestra Advisory Services
Texas
$29.7M
LODC
47
Lanham O'Dell & Company
West Virginia
$27.9M
Baird Financial Group
48
Baird Financial Group
Wisconsin
$27.6M
BCI
49
Brinker Capital Investments
Pennsylvania
$27.5M
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$27.3M