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State Street SPDR S&P Dividend ETF

1,153 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: 1,1691,153 (-16)

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
1,153
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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$27.3M
KA
52
Klingman & Associates
New York
$27.2M
NAS
53
NWF Advisory Services
California
$26.1M
BEI
54
Benjamin Edwards Inc
Missouri
$25.7M
GLLW
55
Graves Light Lenhart Wealth
Virginia
$25.5M
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$24.6M
HNB
57
Huntington National Bank
Ohio
$23.4M
SC
58
Scotia Capital
Ontario, Canada
$22.1M
CAL
59
Capital Advisors Ltd
Ohio
$20.5M
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$19.2M
EH
61
Equitable Holdings
New York
$17.6M
TM
62
TigerOak Management
New Mexico
$17.6M
UCFA
63
United Capital Financial Advisors
Texas
$17M
Fidelity Investments
64
Fidelity Investments
Massachusetts
$16.6M
Comerica Bank
65
Comerica Bank
Texas
$16.4M
UB
66
UMB Bank
Missouri
$16M
MT
67
Midwest Trust
Kansas
$15.5M
PAG
68
Private Advisor Group
New Jersey
$15.2M
ABC
69
Associated Banc-Corp
Wisconsin
$15M
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$14.8M
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$14.8M
MFIM
72
Mesirow Financial Investment Management
Illinois
$14.5M
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$14.3M
PCG
74
Prosperity Consulting Group
Maryland
$14.3M
BF
75
BOK Financial
Oklahoma
$14.2M