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State Street SPDR S&P Dividend ETF

1,154 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: 1,1691,154 (-15)

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
1,154
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
TAM
626
Tocqueville Asset Management
New York
$527K
TCM
627
TruNorth Capital Management
Michigan
$526K
LI
628
LRI Investments
Florida
$524K
GSIAS
629
Garden State Investment Advisory Services
New Jersey
$523K
YIA
630
YHB Investment Advisors
Connecticut
$522K
NHT
631
New Hampshire Trust
New Hampshire
$519K
WPA
632
West Paces Advisors
Georgia
$518K
RA
633
Rodgers & Associates
Pennsylvania
$518K
MCC
634
Money Concepts Capital
Florida
$518K
UWPG
635
Ullmann Wealth Partners Group
Florida
$516K
GIA
636
GHP Investment Advisors
Colorado
$515K
TI
637
Truepoint Inc
Ohio
$515K
KFA
638
Kapstone Financial Advisors
Ohio
$513K
OWP
639
ORG Wealth Partners
Texas
$512K
SWM
640
Selective Wealth Management
Virginia
$511K
BB
641
Berkshire Bank
Massachusetts
$511K
ORC
642
O'Rourke & Company
Massachusetts
$511K
WA
643
WESPAC Advisors
California
$510K
MAG
644
M3 Advisory Group
Massachusetts
$510K
ITIM
645
Indiana Trust & Investment Management
Indiana
$508K
PWP
646
Perfromance Wealth Partners
Illinois
$503K
FB
647
Fulton Bank
Pennsylvania
$503K
AssetMark Inc
648
AssetMark Inc
California
$496K
KP
649
Keel Point
Alabama
$490K
CPA
650
Capital Performance Advisors
California
$490K