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State Street SPDR S&P Dividend ETF

1,234 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 137 funds opening new positions, 355 increasing their positions, 418 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 45

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

15% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $7.38M

5% more funds holding

Funds holding: 1,1711,234 (+63)

2% more ownership

Funds ownership: 43.88%45.89% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$216M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,234
Holders Change
+63
Holders Change %
+5.38%
% of All Funds
15.01%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.45%
New
137
Increased
355
Reduced
418
Closed
45
Calls
$8.52M
Puts
$7.38M
Net Calls
+$1.14M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
426
Westmount Partners
California
$1.2M -$27K -194 -2%
GSWM
427
Golden State Wealth Management
California
$1.2M +$9.88K +71 +0.8%
BFC
428
Blue Fin Capital
Rhode Island
$1.2M -$14.6K -105 -1%
PVAMC
429
PPS&V Asset Management Consultants
Michigan
$1.19M
KOC
430
Koss-Olinger Consulting
Florida
$1.18M -$14.2K -102 -1%
BOJHT
431
Bank of Jackson Hole Trust
Wyoming
$1.18M -$4.87K -35 -0.4%
ASC
432
Atalanta Sosnoff Capital
New York
$1.18M -$4.59K -33 -0.4%
KWM
433
Kingsview Wealth Management
Oregon
$1.17M +$5.01K +36 +0.4%
OCM
434
Orleans Capital Management
Louisiana
$1.17M +$1.17M +8,400 New
EWM
435
Empirical Wealth Management
Washington
$1.17M +$303K +2,175 +35%
HTIM
436
Harbour Trust & Investment Management
Indiana
$1.14M -$109K -786 -9%
SSWG
437
Seven Springs Wealth Group
Tennessee
$1.14M
QCM
438
Quantinno Capital Management
New York
$1.13M +$75.8K +545 +7%
APIM
439
Agate Pass Investment Management
Washington
$1.13M -$8.35K -60 -0.7%
CG
440
Caprock Group
Idaho
$1.12M -$7.79K -56 -0.7%
FA
441
Flagstar Advisors
New York
$1.12M +$19.5K +140 +2%
LFAS
442
Level Four Advisory Services
Texas
$1.11M -$17.8K -128 -2%
AG
443
AlTi Global
New York
$1.11M
FMN
444
Financial Management Network
California
$1.11M +$1.25K +9 +0.1%
PIMG
445
Patriot Investment Management Group
Tennessee
$1.1M -$157K -1,125 -12%
RMAM
446
Raab & Moskowitz Asset Management
New Jersey
$1.1M
AFP
447
Ausdal Financial Partners
Iowa
$1.1M -$12.2K -88 -1%
Neuberger Berman Group
448
Neuberger Berman Group
New York
$1.1M -$34.2K -246 -3%
TNB
449
Thomasville National Bank
Georgia
$1.09M
CPW
450
Cove Private Wealth
New York
$1.09M