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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
BW
576
BIP Wealth
Georgia
$632K
RPC
577
Rossmore Private Capital
Connecticut
$630K
RSWM
578
Robertson Stephens Wealth Management
California
$629K
VWM
579
Venturi Wealth Management
Texas
$626K
IAG
580
Investment Advisory Group
Massachusetts
$625K
SA
581
SRH Advisors
Kansas
$625K
MCP
582
Martin Capital Partners
Oregon
$624K
WPC
583
Wedmont Private Capital
Pennsylvania
$623K
HCM
584
Hengehold Capital Management
Ohio
$621K
BI
585
Berkeley Inc
Idaho
$620K
IA
586
IFP Advisors
Florida
$616K
CAAS
587
Capital Asset Advisory Services
Michigan
$610K
SPA
588
Sentinel Pension Advisors
Massachusetts
$605K
UPS
589
UHLMANN PRICE SECURITIES
Illinois
$599K
MSWMA
590
Market Street Wealth Management Advisors
Indiana
$599K
AWM
591
AE Wealth Management
Kansas
$599K
CBB
592
Citizens Business Bank
California
$598K
BBWP
593
Beacon Bridge Wealth Partners
Pennsylvania
$596K
ZIC
594
ZWJ Investment Counsel
Georgia
$595K
CFB
595
Cullen/Frost Bankers
Texas
$592K
WCM
596
WealthBridge Capital Management
Ohio
$591K
SPI
597
Sutton Place Investors
New York
$591K
BDFN
598
Bond & Devick Financial Network
Minnesota
$589K
EIP
599
Ellis Investment Partners
Pennsylvania
$588K
Koshinski Asset Management
600
Koshinski Asset Management
Illinois
$587K