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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
SHFA
501
SC&H Financial Advisors
Maryland
$834K
JWA
502
JFS Wealth Advisors
Pennsylvania
$833K
GIM
503
Glenmede Investment Management
Pennsylvania
$833K
CCB
504
Country Club Bank
Missouri
$830K
AP
505
Appleton Partners
Massachusetts
$828K
NEWAS
506
N.E.W. Advisory Services
Wisconsin
$827K
SMC
507
Smith, Moore & Co
Missouri
$826K
ACM
508
AlphaStar Capital Management
North Carolina
$820K
TCWA
509
Turtle Creek Wealth Advisors
Texas
$815K
ICP
510
Interchange Capital Partners
Pennsylvania
$807K
WS
511
Wedbush Securities
California
$798K
GPA
512
Garrison Point Advisors
California
$794K
NWA
513
Navis Wealth Advisors
New York
$793K
CGPCS
514
Capital Group Private Client Services
California
$792K
WTFG
515
Wood Tarver Financial Group
Idaho
$790K
TFG
516
Taylor Financial Group
Virginia
$787K
PPW
517
Parcion Private Wealth
Washington
$787K
FT
518
Fiduciary Trust
Massachusetts
$785K
SYBT
519
Stock Yards Bank & Trust
Kentucky
$781K
GC
520
Grimes & Company
Massachusetts
$774K
TCOT
521
Trust Company of Toledo
Ohio
$770K
UBG
522
United Bank (Georgia)
Georgia
$770K
SI
523
Saxon Interests
Texas
$767K
ATPW
524
Ashton Thomas Private Wealth
Arizona
$761K
MA
525
MKT Advisors
California
$761K