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State Street SPDR S&P Dividend ETF

1,231 hedge funds and large institutions have $9.15B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 355 increasing their positions, 418 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:

2% more ownership

Funds ownership: 43.88%45.88% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$215M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
DADC
226
D.A. Davidson & Co
Montana
$3.38M
JWCA
227
J.W. Cole Advisors
Florida
$3.38M
FCM
228
Fell Capital Management
California
$3.34M
ASN
229
Advisory Services Network
Georgia
$3.32M
Citigroup
230
Citigroup
New York
$3.31M
TCFP
231
Treasure Coast Financial Planning
Florida
$3.29M
BIP
232
Blueprint Investment Partners
North Carolina
$3.29M
BFA
233
Blueprint Financial Advisors
North Carolina
$3.29M
SCM
234
Sage Capital Management
New Jersey
$3.28M
PWM
235
Perigon Wealth Management
California
$3.26M
SQA
236
Simon Quick Advisors
New Jersey
$3.23M
AFA
237
AA Financial Advisors
Ohio
$3.21M
JCM
238
Janney Capital Management
Pennsylvania
$3.18M
GFG
239
Greenberg Financial Group
Arizona
$3.15M
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$3.13M
Bessemer Group
241
Bessemer Group
New Jersey
$3.12M
SFA
242
Sequoia Financial Advisors
Ohio
$3.09M
CWM
243
Connecticut Wealth Management
Connecticut
$3.09M
Mirae Asset Global Investments
244
Mirae Asset Global Investments
South Korea
$3.08M
WF
245
Welch & Forbes
Massachusetts
$3.07M
PMG
246
ProVise Management Group
Florida
$3.04M
LA
247
Legacy Advisors
Pennsylvania
$3.02M
PI
248
PFG Investments
New York
$2.99M
DWM
249
Denver Wealth Management
Colorado
$2.98M
WWM
250
Western Wealth Management
Colorado
$2.97M