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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
IFWM
801
Institute for Wealth Management
Colorado
$308K
CT
802
Caldwell Trust
Florida
$308K
BPCE
803
Bank Pictet & Cie (Europe)
Germany
$307K
CG
804
Cynosure Group
Utah
$306K
CCT
805
Chemung Canal Trust
New York
$306K
CSS
806
Cubist Systematic Strategies
Connecticut
$306K
IDA
807
Intelligence Driven Advisers
California
$306K
JFG
808
JMG Financial Group
Illinois
$302K
FCA
809
Fortis Capital Advisors
Kansas
$301K
FA
810
Fiduciary Alliance
South Carolina
$300K
CSIC
811
Clifford Swan Investment Counsel
California
$299K
JHCP
812
Jackson Hole Capital Partners
Oklahoma
$298K
CAM
813
Covenant Asset Management
New Jersey
$297K
PWMG
814
Pinnacle Wealth Management Group
Michigan
$297K
VHAM
815
Van Hulzen Asset Management
California
$295K
CT
816
Colonial Trust
South Carolina
$295K
LWM
817
Lodestone Wealth Management
Washington
$295K
BCA
818
Bay Colony Advisors
Massachusetts
$295K
BFIM
819
Beese Fulmer Investment Management
Ohio
$293K
Empower Advisory Group
820
Empower Advisory Group
Colorado
$292K
PGAM
821
Princeton Global Asset Management
New Jersey
$292K
VCP
822
Vista Capital Partners
Oregon
$291K
WMWM
823
Wilkins Miller Wealth Management
Alabama
$290K
BA
824
Baugh & Associates
Georgia
$290K
FA
825
Fagan Associates
New York
$290K