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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
KFGK
526
Keystone Financial Group (Kentucky)
Kentucky
$745K
MWM
527
Meridian Wealth Management
Kentucky
$733K
RWM
528
Ritholtz Wealth Management
New York
$731K
NCM
529
Noesis Capital Mangement
Florida
$729K
AWM
530
Atticus Wealth Management
Florida
$726K
SCA
531
Sandy Cove Advisors
Massachusetts
$726K
JWBC
532
J.W. Burns & Co
New York
$722K
CA
533
Cambridge Advisors
Nebraska
$721K
RA
534
RFG Advisory
Alabama
$718K
ODIJL
535
One Day In July LLC
Vermont
$711K
HBW
536
Hazlett, Burt & Watson
West Virginia
$710K
PFM
537
Phillips Financial Management
Indiana
$705K
EPAM
538
Evelyn Partners Asset Management
$703K
SFG
539
SevenBridge Financial Group
Pennsylvania
$702K
TSS
540
Two Sigma Securities
New York
$701K
AI
541
Accredited Investors
Minnesota
$697K
MG
542
Mather Group
Illinois
$694K
IA
543
Intellus Advisors
Florida
$694K
TSWM
544
Triangle Securities Wealth Management
North Carolina
$689K
HF
545
HRT Financial
New York
$689K
JIR
546
James Investment Research
Ohio
$689K
NL
547
NWAM LLC
Washington
$686K
NW
548
NewEdge Wealth
Pennsylvania
$686K
BTWM
549
Baker Tilly Wealth Management
Wisconsin
$683K
PTC
550
Private Trust Company
Ohio
$678K