State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
9 hedge funds and large institutions have $4.52M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
1% less capital invested
Capital invested by funds: $4.55M → $4.52M (-$29.8K)
1.82% less ownership
Funds ownership: 45.04% → 43.22% (-1.8%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$97K |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$63.7K |
| 3 |
BOM
Bank of Marin
Novato,
California
|
-$13K |
| 4 |
MF
Meridian Financial
Holliston,
Massachusetts
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $1.24M | -$63.7K | -1,617 | -5% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $1.2M | -$97K | -2,461 | -8% |
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $830K | – | – | – |
|
|
BOM
4
Bank of Marin
Novato,
California
| $740K | -$13K | -330 | -2% |
|
|
MF
5
Meridian Financial
Holliston,
Massachusetts
| $490K | -$12.4K | -315 | -3% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $8.04K | – | – | – |
|
|
1NWS
7
1 North Wealth Services
Annapolis,
Maryland
| $6.03K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.01K | – | – | – |
|
|
9
Morgan Stanley
New York
| $53 | +$39 | +1 | New |
|
SPDG Hedge Fund Activity: Q3 2025 in Review
9 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q3 2025, worth a combined $4.52M — down 0.66% from $4.55M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SPDG positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $39. The largest seller was Concord Asset Management (Virginia), cutting an estimated $97K.
- 9 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $4.52M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q3 2025, down 0.66% quarter-over-quarter.
- 1 fund opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q3 2025 was Morgan Stanley, an estimated $39 added.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF seller in Q3 2025 was Concord Asset Management (Virginia), an estimated $97K sold.
Based on aggregated 13F filings for Q3 2025.