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State Street SPDR S&P Dividend ETF

1,216 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 353 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:

1.93% more ownership

Funds ownership: 43.87%45.79% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
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
FCM
226
Fell Capital Management
California
$3.34M
ASN
227
Advisory Services Network
Georgia
$3.32M
Citigroup
228
Citigroup
New York
$3.31M
TCFP
229
Treasure Coast Financial Planning
Florida
$3.29M
BIP
230
Blueprint Investment Partners
North Carolina
$3.29M
BFA
231
Blueprint Financial Advisors
North Carolina
$3.29M
SCM
232
Sage Capital Management
New Jersey
$3.28M
PWM
233
Perigon Wealth Management
California
$3.26M
SQA
234
Simon Quick Advisors
New Jersey
$3.23M
AFA
235
AA Financial Advisors
Ohio
$3.21M
JCM
236
Janney Capital Management
Pennsylvania
$3.18M
GFG
237
Greenberg Financial Group
Arizona
$3.15M
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$3.13M
Bessemer Group
239
Bessemer Group
New Jersey
$3.12M
SFA
240
Sequoia Financial Advisors
Ohio
$3.09M
CWM
241
Connecticut Wealth Management
Connecticut
$3.09M
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
$3.08M
WF
243
Welch & Forbes
Massachusetts
$3.07M
PMG
244
ProVise Management Group
Florida
$3.04M
LA
245
Legacy Advisors
Pennsylvania
$3.02M
PI
246
PFG Investments
New York
$2.99M
DWM
247
Denver Wealth Management
Colorado
$2.98M
WWM
248
Western Wealth Management
Colorado
$2.97M
TFCP
249
Twin Focus Capital Partners
Massachusetts
$2.97M
PWP
250
Principle Wealth Partners
Connecticut
$2.96M