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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
SFG
701
Stonebridge Financial Group
Pennsylvania
$408K
RWA
702
River Wealth Advisors
Pennsylvania
$406K
PWA
703
Prairie Wealth Advisors
Nebraska
$406K
BCWM
704
Bartlett & Co Wealth Management
Ohio
$405K
BIAS
705
Beacon Investment Advisory Services
New Jersey
$401K
RC
706
Roundview Capital
New Jersey
$401K
SIS
707
Sound Income Strategies
Florida
$401K
AC
708
AlphaCore Capital
California
$400K
KWMG
709
King Wealth Management Group
Florida
$397K
NAM
710
NTV Asset Management
West Virginia
$396K
SEEDPG
711
S.E.E.D. Planning Group
New York
$394K
RRA
712
Round Rock Advisors
Connecticut
$393K
KCM
713
Kanawha Capital Management
Virginia
$392K
GWM
714
Greenwich Wealth Management
Connecticut
$391K
IAA
715
Independent Advisor Alliance
North Carolina
$388K
LWM
716
LJI Wealth Management
Indiana
$388K
SCM
717
Schnieders Capital Management
California
$386K
GWP
718
Gen-Wealth Partners
Michigan
$386K
AFG
719
Albion Financial Group
Utah
$384K
RWP
720
Ridgecrest Wealth Partners
California
$381K
RWM
721
Revisor Wealth Management
Ohio
$381K
YP
722
YANKCOM Partnership
South Dakota
$380K
VW
723
Veridan Wealth
Oregon
$380K
NFG
724
Nations Financial Group
Iowa
$379K
HA
725
Harfst & Associates
Wyoming
$377K