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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
APP
376
Avantax Planning Partners
Iowa
$1.43M
DCM
377
Donaldson Capital Management
Indiana
$1.42M
SW
378
SVB Wealth
Massachusetts
$1.41M
RWIA
379
Roger Wittlin Investment Advisory
California
$1.41M
LCA
380
Legend Capital Advisors
New York
$1.41M
GI
381
GLOBALT Investments
Georgia
$1.41M
BHWM
382
Bar Harbor Wealth Management
New Hampshire
$1.4M
JWM
383
Jeppson Wealth Management
California
$1.4M
V
384
VeraBank
Texas
$1.38M
KA
385
Kovack Advisors
Florida
$1.35M
RIA
386
Richwood Investment Advisors
Ohio
$1.35M
DC
387
Destiny Capital
Colorado
$1.35M
LPAM
388
Lodestar Private Asset Management
California
$1.35M
WCM
389
Winebrenner Capital Management
Kentucky
$1.34M
HC
390
Hourglass Capital
Texas
$1.34M
SPC
391
Sigma Planning Corp
Michigan
$1.33M
SFPG
392
Stonebridge Financial Planning Group
Florida
$1.33M
PAM
393
Palisade Asset Management
Minnesota
$1.32M
SA
394
Sovran Advisors
California
$1.32M
DWM
395
Dakota Wealth Management
Florida
$1.32M
AWP
396
Axis Wealth Partners
Rhode Island
$1.32M
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M
BCFS
398
Butensky & Cohen Financial Security
Florida
$1.31M
MB
399
MidFirst Bank
Oklahoma
$1.3M
VCA
400
Verdence Capital Advisors
Maryland
$1.3M