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State Street SPDR S&P Dividend ETF

1,167 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, 339 increasing their positions, 435 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: 1,1741,167 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 435

Holders
1,167
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
HFS
501
Heritage Financial Services
Massachusetts
$842K
GWS
502
Glassman Wealth Services
Virginia
$841K
SHFA
503
SC&H Financial Advisors
Maryland
$834K
JWA
504
JFS Wealth Advisors
Pennsylvania
$833K
GIM
505
Glenmede Investment Management
Pennsylvania
$833K
CCB
506
Country Club Bank
Missouri
$830K
AP
507
Appleton Partners
Massachusetts
$828K
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$827K
SMC
509
Smith, Moore & Co
Missouri
$826K
ACM
510
AlphaStar Capital Management
North Carolina
$820K
NL
511
NWAM LLC
Washington
$815K
TCWA
512
Turtle Creek Wealth Advisors
Texas
$815K
ICP
513
Interchange Capital Partners
Pennsylvania
$807K
WS
514
Wedbush Securities
California
$798K
GPA
515
Garrison Point Advisors
California
$794K
NWA
516
Navis Wealth Advisors
New York
$793K
CGPCS
517
Capital Group Private Client Services
California
$792K
WTFG
518
Wood Tarver Financial Group
Idaho
$790K
TFG
519
Taylor Financial Group
Virginia
$787K
PPW
520
Parcion Private Wealth
Washington
$787K
FT
521
Fiduciary Trust
Massachusetts
$785K
SYBT
522
Stock Yards Bank & Trust
Kentucky
$781K
GC
523
Grimes & Company
Massachusetts
$774K
TCOT
524
Trust Company of Toledo
Ohio
$770K
UBG
525
United Bank (Georgia)
Georgia
$770K