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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
PAS
276
Park Avenue Securities
New York
$2.4M
Financial Engines Advisors
277
Financial Engines Advisors
California
$2.36M
AAP
278
Arax Advisory Partners
Colorado
$2.31M
MA
279
Mutual Advisors
Nebraska
$2.31M
PCA
280
Purkiss Capital Advisors
Connecticut
$2.29M
GHA
281
Good Harbor Advisors
Massachusetts
$2.28M
FFN
282
Focus Financial Network
Minnesota
$2.26M
S
283
Sachetta
Massachusetts
$2.26M
AWM
284
Apollon Wealth Management
South Carolina
$2.26M
OAM
285
Occidental Asset Management
California
$2.26M
TAM
286
Tocqueville Asset Management
New York
$2.25M
ECM
287
Evergreen Capital Management
Washington
$2.24M
CAM
288
Cozad Asset Management
Illinois
$2.18M
IFG
289
Independent Financial Group
California
$2.18M
SF
290
Summit Financial
New Jersey
$2.18M
MAM
291
Madison Asset Management
Wisconsin
$2.18M
FWCM
292
Ferguson Wellman Capital Management
Oregon
$2.16M
TPWA
293
TRUE Private Wealth Advisors
Oregon
$2.16M
IP
294
Investment Partners
Ohio
$2.16M
RIA
295
Retirement Investment Advisors
Oklahoma
$2.15M
PP
296
PDS Planning
Ohio
$2.12M
GRP
297
Global Retirement Partners
California
$2.11M
OIA
298
OneDigital Investment Advisors
Kansas
$2.11M
TFS
299
truNorth Financial Services
Pennsylvania
$2.1M
EIG
300
Ellenbecker Investment Group
Wisconsin
$2.09M