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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
KPWS
176
Kestra Private Wealth Services
Texas
$4.25M
MWP
177
MYCIO Wealth Partners
Pennsylvania
$4.22M
LAM
178
Lewis Asset Management
California
$4.21M
JIC
179
Johnson Investment Counsel
Ohio
$4.2M
CST
180
Charles Schwab Trust
Nevada
$4.19M
NP
181
NorthRock Partners
Minnesota
$4.17M
AT
182
American Trust
Kentucky
$4.15M
VWM
183
Valley Wealth Managers
New Jersey
$4.14M
TWC
184
TD Waterhouse Canada
Ontario, Canada
$4.14M
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$4.13M
LF
186
LifeSteps Financial
California
$4.11M
NG
187
Novem Group
New York
$4.06M
VAG
188
VisionPoint Advisory Group
Texas
$4.06M
AAS
189
Ameritas Advisory Services
Nebraska
$4M
DC
190
Davenport & Co
Virginia
$3.95M
MYIA
191
Mount Yale Investment Advisors
Colorado
$3.94M
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$3.92M
PFS
193
Prospera Financial Services
Texas
$3.8M
WA
194
Waverly Advisors
Alabama
$3.79M
1832 Asset Management
195
1832 Asset Management
Ontario, Canada
$3.78M
FFP
196
Forbes Financial Planning
Rhode Island
$3.77M
LFG
197
Larson Financial Group
Missouri
$3.75M
CNBT
198
Canandaigua National Bank & Trust
New York
$3.74M
MF
199
Meridian Financial
Massachusetts
$3.74M
BPWM
200
Badgley Phelps Wealth Managers
Washington
$3.71M