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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
TCM
351
Tufton Capital Management
Maryland
$1.58M
ML
352
MLP3 LLC
New Jersey
$1.55M
HCA
353
Hardworking Capital Advisors
California
$1.54M
AP
354
Aspect Partners
Virginia
$1.53M
DWP
355
Daymark Wealth Partners
Ohio
$1.53M
EWA
356
EverSource Wealth Advisors
Alabama
$1.53M
PCA
357
Pallas Capital Advisors
Massachusetts
$1.52M
WPW
358
Waldron Private Wealth
Pennsylvania
$1.51M
TCOV
359
Trust Company of Vermont
Vermont
$1.51M
TWP
360
Tyche Wealth Partners
Texas
$1.51M
LNB
361
Ledyard National Bank
$1.5M
SCTC
362
Sanibel Captiva Trust Company
Florida
$1.49M
MWM
363
McNaughton Wealth Management
California
$1.49M
MBI
364
May Barnhard Investments
Maryland
$1.48M
SW
365
Simplicity Wealth
New Jersey
$1.48M
SI
366
Stephens Inc
Arkansas
$1.48M
AA
367
Ancora Advisors
Ohio
$1.47M
HFA
368
High Falls Advisors
New York
$1.46M
CF
369
Centaurus Financial
California
$1.46M
CFA
370
Churchill Financial Advisors
Kentucky
$1.45M
APP
371
Avantax Planning Partners
Iowa
$1.43M
DCM
372
Donaldson Capital Management
Indiana
$1.42M
SW
373
SVB Wealth
Massachusetts
$1.41M
RWIA
374
Roger Wittlin Investment Advisory
California
$1.41M
LCA
375
Legend Capital Advisors
New York
$1.41M