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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
SW
676
SkyOak Wealth
Michigan
$439K
SAM
677
Secure Asset Management
Michigan
$439K
HIP
678
HUB Investment Partners
Texas
$437K
CWA
679
Clarity Wealth Advisors
California
$437K
CP
680
Creekside Partners
California
$435K
CB
681
Commerce Bank
Missouri
$432K
ET
682
Equitable Trust
Tennessee
$431K
AWC
683
Adamsbrown Wealth Consultants
Kansas
$427K
DFA
684
DHJJ Financial Advisors
Illinois
$426K
MWM
685
Mascagni Wealth Management
Mississippi
$426K
MFG
686
Midwest Financial Group
Kansas
$426K
GKWIM
687
Gerber Kawasaki Wealth & Investment Management
California
$424K
WMG
688
WESCAP Management Group
California
$422K
FCBT
689
First Citizens Bank & Trust
North Carolina
$422K
IC
690
Iconiq Capital
California
$421K
HL
691
HeadInvest LLC
Maine
$419K
MWM
692
Maridea Wealth Management
New York
$417K
AIC
693
Archer Investment Corporation
Indiana
$415K
RIA
694
Regal Investment Advisors
Michigan
$415K
FHC
695
First Heartland Consultants
Missouri
$413K
Principal Financial Group
696
Principal Financial Group
Iowa
$413K
WB
697
West Bancorporation
Iowa
$411K
AIM
698
Acropolis Investment Management
Missouri
$410K
LT
699
Legacy Trust
Michigan
$410K
HWA
700
Heartwood Wealth Advisors
Virginia
$409K