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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
MA
626
MCF Advisors
Kentucky
$527K
TAM
627
Tocqueville Asset Management
New York
$527K
TCM
628
TruNorth Capital Management
Michigan
$526K
LI
629
LRI Investments
Florida
$524K
GSIAS
630
Garden State Investment Advisory Services
New Jersey
$523K
YIA
631
YHB Investment Advisors
Connecticut
$522K
NHT
632
New Hampshire Trust
New Hampshire
$519K
WPA
633
West Paces Advisors
Georgia
$518K
RA
634
Rodgers & Associates
Pennsylvania
$518K
MCC
635
Money Concepts Capital
Florida
$518K
UWPG
636
Ullmann Wealth Partners Group
Florida
$516K
GIA
637
GHP Investment Advisors
Colorado
$515K
TI
638
Truepoint Inc
Ohio
$515K
KFA
639
Kapstone Financial Advisors
Ohio
$513K
OWP
640
ORG Wealth Partners
Texas
$512K
SWM
641
Selective Wealth Management
Virginia
$511K
BB
642
Berkshire Bank
Massachusetts
$511K
ORC
643
O'Rourke & Company
Massachusetts
$511K
WA
644
WESPAC Advisors
California
$510K
MAG
645
M3 Advisory Group
Massachusetts
$510K
ITIM
646
Indiana Trust & Investment Management
Indiana
$508K
PWP
647
Perfromance Wealth Partners
Illinois
$503K
FB
648
Fulton Bank
Pennsylvania
$503K
AssetMark Inc
649
AssetMark Inc
California
$496K
KP
650
Keel Point
Alabama
$490K