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State Street SPDR S&P Dividend ETF

1,163 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, 338 increasing their positions, 434 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: 1,1711,163 (-8)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

22% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 434

Holders
1,163
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
OGF
951
Orin Green Financial
California
$213K
COCM
952
Charter Oak Capital Management
New Hampshire
$212K
WE
953
Wealth Effects
Massachusetts
$211K
AA
954
Apriem Advisors
California
$211K
RBWA
955
RFG - Bristol Wealth Advisors
Massachusetts
$210K
BB
956
Busey Bank
Illinois
$210K
FSWA
957
Financial Synergies Wealth Advisors
Texas
$210K
TLFA
958
True Link Financial Advisors
California
$210K
Barclays
959
Barclays
United Kingdom
$210K
MWM
960
Marion Wealth Management
Pennsylvania
$209K
WFP
961
Wrenne Financial Planning
Kentucky
$207K
B
962
Bensler
Washington
$207K
LWM
963
LongView Wealth Management
Georgia
$207K
GAG
964
GM Advisory Group
New York
$207K
SAM
965
Summit Asset Management
Tennessee
$207K
OPW
966
Oxler Private Wealth
New York
$206K
First Manhattan
967
First Manhattan
New York
$206K
BAM
968
Bosun Asset Management
Illinois
$206K
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$205K
IIA
970
ICW Investment Advisors
Arizona
$205K
NAS
971
Nicolet Advisory Services
Wisconsin
$204K
SWA
972
Sax Wealth Advisors
New Jersey
$204K
GWM
973
Global Wealth Management
New Jersey
$203K
LAMNM
974
Longview Asset Management (New Mexico)
New Mexico
$203K
TCG
975
Transcendent Capital Group
Oklahoma
$203K