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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
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$1.6M
BO
352
Bank OZK
Arkansas
$1.6M
IRC
353
Investors Research Corp
Georgia
$1.59M
WWA
354
WCG Wealth Advisors
Nevada
$1.59M
WPC
355
White Pine Capital
Minnesota
$1.58M
TCM
356
Tufton Capital Management
Maryland
$1.58M
ML
357
MLP3 LLC
New Jersey
$1.55M
HCA
358
Hardworking Capital Advisors
California
$1.54M
AP
359
Aspect Partners
Virginia
$1.53M
DWP
360
Daymark Wealth Partners
Ohio
$1.53M
EWA
361
EverSource Wealth Advisors
Alabama
$1.53M
PCA
362
Pallas Capital Advisors
Massachusetts
$1.52M
WPW
363
Waldron Private Wealth
Pennsylvania
$1.51M
TCOV
364
Trust Company of Vermont
Vermont
$1.51M
TWP
365
Tyche Wealth Partners
Texas
$1.51M
LNB
366
Ledyard National Bank
$1.5M
SCTC
367
Sanibel Captiva Trust Company
Florida
$1.49M
MWM
368
McNaughton Wealth Management
California
$1.49M
MBI
369
May Barnhard Investments
Maryland
$1.48M
SW
370
Simplicity Wealth
New Jersey
$1.48M
SI
371
Stephens Inc
Arkansas
$1.48M
AA
372
Ancora Advisors
Ohio
$1.47M
HFA
373
High Falls Advisors
New York
$1.46M
CF
374
Centaurus Financial
California
$1.46M
CFA
375
Churchill Financial Advisors
Kentucky
$1.45M