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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
First Trust Advisors
251
First Trust Advisors
Illinois
$2.96M
CIC
252
Carnegie Investment Counsel
Ohio
$2.93M
NCM
253
Narwhal Capital Management
Georgia
$2.92M
AIP
254
Ameritas Investment Partners
Nebraska
$2.91M
CL
255
Choreo LLC
Illinois
$2.87M
FNBT
256
FineMark National Bank & Trust
Florida
$2.77M
ATC
257
Argent Trust Co
Tennessee
$2.77M
HWA
258
Hillcrest Wealth Advisors
New Jersey
$2.73M
RBC
259
Roble Belko & Company
Pennsylvania
$2.72M
SMAM
260
Sugar Maple Asset Management
Wisconsin
$2.65M
SAI
261
Savvy Advisors Inc
New York
$2.64M
PAS
262
PKS Advisory Services
New York
$2.62M
FFA
263
Farther Finance Advisors
California
$2.58M
MA
264
Montag & Associates
Georgia
$2.57M
PSP
265
Principal Street Partners
Tennessee
$2.52M
PD
266
Planning Directions
Pennsylvania
$2.5M
NEPWA
267
New England Private Wealth Advisors
Massachusetts
$2.5M
CWMGP
268
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.5M
HCA
269
Harbour Capital Advisors
Virginia
$2.49M
VWA
270
Visionary Wealth Advisors
Illinois
$2.46M
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$2.46M
BAM
272
Belpointe Asset Management
Nevada
$2.46M
MMPW
273
Mitchell McLeod Pugh & Williams
Alabama
$2.42M
PAS
274
Park Avenue Securities
New York
$2.4M
Financial Engines Advisors
275
Financial Engines Advisors
California
$2.36M