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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
HTC
326
Haverford Trust Company
Pennsylvania
$1.77M
VA
327
Valmark Advisers
Ohio
$1.76M
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$1.73M
GVAG
329
Great Valley Advisor Group
Delaware
$1.73M
PS
330
Principal Securities
Iowa
$1.72M
USB
331
Union Savings Bank
Connecticut
$1.72M
DW30
332
Drucker Wealth 3.0
New Jersey
$1.72M
CMP
333
Coston McIsaac & Partners
Maine
$1.71M
HCM
334
Hollencrest Capital Management
California
$1.71M
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$1.7M
CW
336
Cooksen Wealth
Texas
$1.69M
FFP
337
Forbes Financial Planning
Rhode Island
$1.68M
IA
338
IFG Advisory
Georgia
$1.68M
AWM
339
Axxcess Wealth Management
California
$1.68M
RWMG
340
Redwood Wealth Management Group
New Jersey
$1.67M
BFG
341
Bouchey Financial Group
New York
$1.67M
IA
342
Integrity Alliance
Iowa
$1.67M
GT
343
GreatBanc Trust
Illinois
$1.67M
AI
344
Atria Investments
North Carolina
$1.67M
R
345
Rebalance
California
$1.62M
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$1.6M
BO
347
Bank OZK
Arkansas
$1.6M
IRC
348
Investors Research Corp
Georgia
$1.59M
WWA
349
WCG Wealth Advisors
Nevada
$1.59M
WPC
350
White Pine Capital
Minnesota
$1.58M