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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
CAL
401
Capital Analysts LLC
Pennsylvania
$1.26M
LSA
402
Lansing Street Advisors
Pennsylvania
$1.26M
SMA
403
Sage Mountain Advisors
Georgia
$1.25M
XT
404
XTX Topco
Cayman Islands
$1.24M
USCWA
405
U.S. Capital Wealth Advisors
Texas
$1.24M
GWM
406
Geneos Wealth Management
Colorado
$1.24M
CCM
407
Canal Capital Management
Virginia
$1.24M
CT
408
Coastline Trust
Rhode Island
$1.23M
FFP
409
Freedom Financial Partners
Minnesota
$1.23M
HWM
410
Howard Wealth Management
Connecticut
$1.23M
AWG
411
Altus Wealth Group
Colorado
$1.22M
HNWAG
412
High Net Worth Advisory Group
Florida
$1.22M
WCG
413
Weaver Consulting Group
California
$1.22M
ZF
414
Zhang Financial
Michigan
$1.22M
FTS
415
Fifth Third Securities
Ohio
$1.21M
RG
416
Rathbones Group
United Kingdom
$1.21M
WP
417
Westmount Partners
California
$1.2M
GSWM
418
Golden State Wealth Management
California
$1.2M
BFC
419
Blue Fin Capital
Rhode Island
$1.2M
PVAMC
420
PPS&V Asset Management Consultants
Michigan
$1.19M
KOC
421
Koss-Olinger Consulting
Florida
$1.18M
BOJHT
422
Bank of Jackson Hole Trust
Wyoming
$1.18M
ASC
423
Atalanta Sosnoff Capital
New York
$1.18M
KWM
424
Kingsview Wealth Management
Oregon
$1.17M
OCM
425
Orleans Capital Management
Louisiana
$1.17M