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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
EIA
851
Edgemoor Investment Advisors
Maryland
$280K
LA
852
LM Advisors
California
$280K
TIA
853
Traphagen Investment Advisors
New Jersey
$280K
FLI
854
Family Legacy Inc
South Carolina
$279K
EA
855
Ellsworth Advisors
Ohio
$279K
AWE
856
Avidian Wealth Enterprises
Texas
$279K
CIAS
857
CBIZ Investment Advisory Services
Ohio
$277K
HIA
858
HTG Investment Advisors
Connecticut
$276K
PL
859
Plancorp LLC
Missouri
$273K
CFO
860
Collective Family Office
Pennsylvania
$273K
HR
861
Howe & Rusling
New York
$272K
TLA
862
Tanglewood Legacy Advisors
Texas
$272K
B
863
Bailard
California
$272K
CPP
864
Capasso Planning Partners
South Carolina
$270K
FAM
865
Formidable Asset Management
Ohio
$270K
PAI
866
Pittenger & Anderson Inc
Nebraska
$270K
CBTWT
867
Community Bank & Trust (Waco, Texas)
Texas
$269K
ONSWM
868
Old North State Wealth Management
North Carolina
$269K
CA
869
Calton & Associates
Florida
$268K
FF
870
Friday Financial
Iowa
$266K
HCM
871
Hall Capital Management
Rhode Island
$266K
FG
872
Fiduciary Group
Georgia
$266K
PPA
873
Pacific Point Advisors
California
$266K
ESB
874
Essex Savings Bank
Connecticut
$266K
WF
875
WoodTrust Financial
Wisconsin
$265K