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State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.52M
Puts
$7.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCFP
226
Treasure Coast Financial Planning
Florida
$3.29M
BIP
227
Blueprint Investment Partners
North Carolina
$3.29M
BFA
228
Blueprint Financial Advisors
North Carolina
$3.29M
SCM
229
Sage Capital Management
New Jersey
$3.28M
PWM
230
Perigon Wealth Management
California
$3.26M
SQA
231
Simon Quick Advisors
New Jersey
$3.23M
AFA
232
AA Financial Advisors
Ohio
$3.21M
JCM
233
Janney Capital Management
Pennsylvania
$3.18M
GFG
234
Greenberg Financial Group
Arizona
$3.15M
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$3.13M
Bessemer Group
236
Bessemer Group
New Jersey
$3.12M
SFA
237
Sequoia Financial Advisors
Ohio
$3.09M
CWM
238
Connecticut Wealth Management
Connecticut
$3.09M
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$3.08M
WF
240
Welch & Forbes
Massachusetts
$3.07M
PMG
241
ProVise Management Group
Florida
$3.04M
LA
242
Legacy Advisors
Pennsylvania
$3.02M
PI
243
PFG Investments
New York
$2.99M
DWM
244
Denver Wealth Management
Colorado
$2.98M
WWM
245
Western Wealth Management
Colorado
$2.97M
TFCP
246
Twin Focus Capital Partners
Massachusetts
$2.97M
PWP
247
Principle Wealth Partners
Connecticut
$2.96M
First Trust Advisors
248
First Trust Advisors
Illinois
$2.96M
CIC
249
Carnegie Investment Counsel
Ohio
$2.93M
NCM
250
Narwhal Capital Management
Georgia
$2.92M