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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
JIR
551
James Investment Research
Ohio
$689K
NL
552
NWAM LLC
Washington
$686K
NW
553
NewEdge Wealth
Pennsylvania
$686K
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$683K
PTC
555
Private Trust Company
Ohio
$678K
SAI
556
Systematic Alpha Investments
New Jersey
$672K
KWM
557
Kaydan Wealth Management
Michigan
$670K
HCM
558
Hilton Capital Management
New York
$665K
EFG
559
Ehrlich Financial Group
California
$658K
DI
560
Disciplined Investments
Oklahoma
$652K
VA
561
Vident Advisory
Georgia
$651K
LA
562
LexAurum Advisors
Kansas
$651K
ST
563
Sageworth Trust
Pennsylvania
$649K
CCWM
564
Cassaday & Co Wealth Management
Virginia
$649K
KA
565
Kovack Advisors
Florida
$647K
KL
566
KWMG LLC
Kansas
$647K
BFA
567
Beaumont Financial Advisors
Massachusetts
$644K
PP
568
Patron Partners
Texas
$643K
EFG
569
Everhart Financial Group
Ohio
$643K
PWAC
570
Private Wealth Advisors (California)
California
$637K
ALC
571
Alexander Labrunerie & Co
Missouri
$636K
RMCM
572
Reynders McVeigh Capital Management
Massachusetts
$636K
HGWM
573
Horst & Graben Wealth Management
Oregon
$633K
BW
574
BIP Wealth
Georgia
$632K
RPC
575
Rossmore Private Capital
Connecticut
$630K