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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
CAI
401
Capital Advisors Inc
Oklahoma
$1.3M
MLFP
402
MPS Loria Financial Planners
Illinois
$1.28M
PA
403
Pinnacle Associates
New York
$1.28M
CCA
404
Conservest Capital Advisors
Pennsylvania
$1.28M
WF
405
Warner Financial
Maryland
$1.27M
STA
406
Summit Trail Advisors
New York
$1.27M
SW
407
SlateStone Wealth
Florida
$1.27M
FPCP
408
Fort Point Capital Partners
California
$1.27M
PSF
409
Pacific Sun Financial
California
$1.26M
CAL
410
Capital Analysts LLC
Pennsylvania
$1.26M
LSA
411
Lansing Street Advisors
Pennsylvania
$1.26M
SMA
412
Sage Mountain Advisors
Georgia
$1.25M
XT
413
XTX Topco
Cayman Islands
$1.24M
USCWA
414
U.S. Capital Wealth Advisors
Texas
$1.24M
GWM
415
Geneos Wealth Management
Colorado
$1.24M
CCM
416
Canal Capital Management
Virginia
$1.24M
CT
417
Coastline Trust
Rhode Island
$1.23M
FFP
418
Freedom Financial Partners
Minnesota
$1.23M
HWM
419
Howard Wealth Management
Connecticut
$1.23M
AWG
420
Altus Wealth Group
Colorado
$1.22M
HNWAG
421
High Net Worth Advisory Group
Florida
$1.22M
WCG
422
Weaver Consulting Group
California
$1.22M
ZF
423
Zhang Financial
Michigan
$1.22M
FTS
424
Fifth Third Securities
Ohio
$1.21M
RG
425
Rathbones Group
United Kingdom
$1.21M