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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
TIM
1001
Tortoise Investment Management
New York
$115K
IWP
1002
IAG Wealth Partners
Wisconsin
$114K
AUB
1003
Atlantic Union Bankshares
Virginia
$108K
CNBTD
1004
Citizens National Bank Trust Department
Mississippi
$108K
BTD
1005
BankPlus Trust Department
Mississippi
$107K
HHGA
1006
Halbert Hargrove Global Advisors
California
$105K
ZBNA
1007
Zions Bancorporation, National Association
Utah
$103K
AWM
1008
Activest Wealth Management
Florida
$102K
WWM
1009
Wagner Wealth Management
South Carolina
$100K
AIM
1010
Anchor Investment Management
South Carolina
$98.9K
BWM
1011
Bernard Wealth Management
Michigan
$97.2K
MWM
1012
MGB Wealth Management
Texas
$96.9K
GA
1013
GoalVest Advisory
New York
$95.9K
LI
1014
Louisbourg Investments
New Brunswick, Canada
$95.9K
DAM
1015
Delta Asset Management
Tennessee
$91.5K
FIM
1016
FWL Investment Management
Texas
$86.3K
VWWMG
1017
Vermillion & White Wealth Management Group
Pennsylvania
$82.2K
GBT
1018
Grove Bank & Trust
Florida
$81.5K
GJIA
1019
Glass Jacobson Investment Advisors
Maryland
$80.4K
IWM
1020
Inlight Wealth Management
Georgia
$78.3K
SFC
1021
SYM Financial Corp
Indiana
$77.4K
NFSG
1022
Newbridge Financial Services Group
Florida
$75.9K
CSC
1023
Caldwell Sutter Capital
California
$72.8K
PSB
1024
Piscataqua Savings Bank
New Hampshire
$72.1K
SGK
1025
Steigerwald Gordon & Koch
Virginia
$71K