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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
SWA
976
Sax Wealth Advisors
New Jersey
$204K
GWM
977
Global Wealth Management
New Jersey
$203K
LAMNM
978
Longview Asset Management (New Mexico)
New Mexico
$203K
TCG
979
Transcendent Capital Group
Oklahoma
$203K
SCM
980
SOL Capital Management
Maryland
$203K
MIM
981
Marco Investment Management
Georgia
$203K
PCA
982
Providence Capital Advisors
North Carolina
$202K
RCAG
983
Rehmann Capital Advisory Group
Michigan
$201K
BCP
984
Berkeley Capital Partners
Georgia
$200K
CHC
985
City Holding Co
West Virginia
$198K
HFS
986
Hopwood Financial Services
Virginia
$196K
Russell Investments Group
987
Russell Investments Group
United Kingdom
$195K
WP
988
WealthShield Partners
North Carolina
$194K
ATC
989
Adirondack Trust Company
New York
$190K
HDIM
990
Hanson & Doremus Investment Management
Vermont
$185K
LIA
991
Luken Investment Analytics
Tennessee
$180K
HB
992
Horizon Bancorp
Indiana
$180K
BA
993
Ballast Advisors
Minnesota
$178K
HC
994
Hurley Capital
New York
$171K
OHWP
995
Oak Harbor Wealth Partners
North Carolina
$170K
APW
996
Aventura Private Wealth
Florida
$166K
PB
997
Pinnacle Bancorp
Nebraska
$165K
IRAG
998
Investment Research & Advisory Group
Georgia
$165K
NRG
999
Nemes Rush Group
Michigan
$163K
CA
1000
CoreCap Advisors
Michigan
$160K