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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
RA
626
Rodgers & Associates
Pennsylvania
$518K
MCC
627
Money Concepts Capital
Florida
$518K
UWPG
628
Ullmann Wealth Partners Group
Florida
$516K
GIA
629
GHP Investment Advisors
Colorado
$515K
TI
630
Truepoint Inc
Ohio
$515K
KFA
631
Kapstone Financial Advisors
Ohio
$513K
OWP
632
ORG Wealth Partners
Texas
$512K
SWM
633
Selective Wealth Management
Virginia
$511K
BB
634
Berkshire Bank
Massachusetts
$511K
ORC
635
O'Rourke & Company
Massachusetts
$511K
WA
636
WESPAC Advisors
California
$510K
MAG
637
M3 Advisory Group
Massachusetts
$510K
ITIM
638
Indiana Trust & Investment Management
Indiana
$508K
PWP
639
Perfromance Wealth Partners
Illinois
$503K
FB
640
Fulton Bank
Pennsylvania
$503K
AssetMark Inc
641
AssetMark Inc
California
$496K
CPA
642
Capital Performance Advisors
California
$490K
EB
643
Emprise Bank
Kansas
$487K
SFS
644
Sowell Financial Services
Arkansas
$486K
AGA
645
Arkos Global Advisors
Texas
$482K
BWP
646
BSW Wealth Partners
Colorado
$481K
GFPC
647
Global Financial Private Client
Florida
$475K
CM
648
Capula Management
Cayman Islands
$475K
CA
649
Crewe Advisors
Utah
$472K
MPM
650
Meritage Portfolio Management
Kansas
$470K