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State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 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:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
DWP
351
Daymark Wealth Partners
Ohio
$1.53M
EWA
352
EverSource Wealth Advisors
Alabama
$1.53M
PCA
353
Pallas Capital Advisors
Massachusetts
$1.52M
WPW
354
Waldron Private Wealth
Pennsylvania
$1.51M
TCOV
355
Trust Company of Vermont
Vermont
$1.51M
TWP
356
Tyche Wealth Partners
Texas
$1.51M
LNB
357
Ledyard National Bank
$1.5M
SCTC
358
Sanibel Captiva Trust Company
Florida
$1.49M
MWM
359
McNaughton Wealth Management
California
$1.49M
MBI
360
May Barnhard Investments
Maryland
$1.48M
SW
361
Simplicity Wealth
New Jersey
$1.48M
SI
362
Stephens Inc
Arkansas
$1.48M
AA
363
Ancora Advisors
Ohio
$1.47M
HFA
364
High Falls Advisors
New York
$1.46M
CF
365
Centaurus Financial
California
$1.46M
CFA
366
Churchill Financial Advisors
Kentucky
$1.45M
APP
367
Avantax Planning Partners
Iowa
$1.43M
DCM
368
Donaldson Capital Management
Indiana
$1.42M
SW
369
SVB Wealth
Massachusetts
$1.41M
RWIA
370
Roger Wittlin Investment Advisory
California
$1.41M
LCA
371
Legend Capital Advisors
New York
$1.41M
GI
372
GLOBALT Investments
Georgia
$1.41M
BHWM
373
Bar Harbor Wealth Management
New Hampshire
$1.4M
JWM
374
Jeppson Wealth Management
California
$1.4M
V
375
VeraBank
Texas
$1.38M