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State Street SPDR S&P Dividend ETF

1,163 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, 338 increasing their positions, 434 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: 1,1711,163 (-8)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 434

Holders
1,163
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
TSWM
551
Triangle Securities Wealth Management
North Carolina
$689K
HF
552
HRT Financial
New York
$689K
JIR
553
James Investment Research
Ohio
$689K
NW
554
NewEdge Wealth
Pennsylvania
$686K
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$683K
PTC
556
Private Trust Company
Ohio
$678K
SAI
557
Systematic Alpha Investments
New Jersey
$672K
KWM
558
Kaydan Wealth Management
Michigan
$670K
HCM
559
Hilton Capital Management
New York
$665K
EFG
560
Ehrlich Financial Group
California
$658K
DI
561
Disciplined Investments
Oklahoma
$652K
VA
562
Vident Advisory
Georgia
$651K
LA
563
LexAurum Advisors
Kansas
$651K
ST
564
Sageworth Trust
Pennsylvania
$649K
CCWM
565
Cassaday & Co Wealth Management
Virginia
$649K
KA
566
Kovack Advisors
Florida
$647K
KL
567
KWMG LLC
Kansas
$647K
BFA
568
Beaumont Financial Advisors
Massachusetts
$644K
PP
569
Patron Partners
Texas
$643K
EFG
570
Everhart Financial Group
Ohio
$643K
PWAC
571
Private Wealth Advisors (California)
California
$637K
ALC
572
Alexander Labrunerie & Co
Missouri
$636K
RMCM
573
Reynders McVeigh Capital Management
Massachusetts
$636K
HGWM
574
Horst & Graben Wealth Management
Oregon
$633K
BW
575
BIP Wealth
Georgia
$632K