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State Street SPDR S&P Dividend ETF

1,167 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 78 funds opening new positions, 339 increasing their positions, 435 reducing their positions, and 64 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: 1,1741,167 (-7)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 435

Holders
1,167
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
KPWG
851
KFA Private Wealth Group
Virginia
$282K
EWM
852
EPG Wealth Management
Georgia
$282K
BCM
853
Becker Capital Management
Oregon
$281K
LWL
854
Leo Wealth LLC
Texas
$281K
VT
855
Vise Technologies
New York
$281K
OIA
856
Optimum Investment Advisors
Illinois
$281K
TIM
857
Thompson Investment Management
Wisconsin
$280K
EIA
858
Edgemoor Investment Advisors
Maryland
$280K
LA
859
LM Advisors
California
$280K
TIA
860
Traphagen Investment Advisors
New Jersey
$280K
FLI
861
Family Legacy Inc
South Carolina
$279K
EA
862
Ellsworth Advisors
Ohio
$279K
AWE
863
Avidian Wealth Enterprises
Texas
$279K
CIAS
864
CBIZ Investment Advisory Services
Ohio
$277K
HIA
865
HTG Investment Advisors
Connecticut
$276K
PL
866
Plancorp LLC
Missouri
$273K
CFO
867
Collective Family Office
Pennsylvania
$273K
HR
868
Howe & Rusling
New York
$272K
TLA
869
Tanglewood Legacy Advisors
Texas
$272K
B
870
Bailard
California
$272K
CPP
871
Capasso Planning Partners
South Carolina
$270K
FAM
872
Formidable Asset Management
Ohio
$270K
PAI
873
Pittenger & Anderson Inc
Nebraska
$270K
CBTWT
874
Community Bank & Trust (Waco, Texas)
Texas
$269K
ONSWM
875
Old North State Wealth Management
North Carolina
$269K