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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
BDF
176
Black Diamond Financial
Maryland
$4.39M
SWP
177
Sagespring Wealth Partners
Tennessee
$4.26M
KPWS
178
Kestra Private Wealth Services
Texas
$4.25M
MWP
179
MYCIO Wealth Partners
Pennsylvania
$4.22M
LAM
180
Lewis Asset Management
California
$4.21M
JIC
181
Johnson Investment Counsel
Ohio
$4.2M
CST
182
Charles Schwab Trust
Nevada
$4.19M
NP
183
NorthRock Partners
Minnesota
$4.17M
AT
184
American Trust
Kentucky
$4.15M
VWM
185
Valley Wealth Managers
New Jersey
$4.14M
TWC
186
TD Waterhouse Canada
Ontario, Canada
$4.14M
BWFA
187
Baltimore-Washington Financial Advisors
Maryland
$4.13M
LF
188
LifeSteps Financial
California
$4.11M
NG
189
Novem Group
New York
$4.06M
VAG
190
VisionPoint Advisory Group
Texas
$4.06M
AAS
191
Ameritas Advisory Services
Nebraska
$4M
DC
192
Davenport & Co
Virginia
$3.95M
MYIA
193
Mount Yale Investment Advisors
Colorado
$3.94M
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$3.92M
AF
195
Allworth Financial
California
$3.9M
PFS
196
Prospera Financial Services
Texas
$3.8M
WA
197
Waverly Advisors
Alabama
$3.79M
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$3.78M
FFP
199
Forbes Financial Planning
Rhode Island
$3.77M
LFG
200
Larson Financial Group
Missouri
$3.75M