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State Street SPDR S&P Dividend ETF

1,219 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 126 funds opening new positions, 354 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%45.8% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

15% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 418

Holders
1,219
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
KeyBank National Association
451
KeyBank National Association
Ohio
$1.06M
DT
452
Diversified Trust
Tennessee
$1.05M
BW
453
BIP Wealth
Georgia
$1.05M
VF
454
Vawter Financial
Ohio
$1.04M
CW
455
CreativeOne Wealth
Kansas
$1.04M
CIA
456
Compass Ion Advisors
Pennsylvania
$1.03M
LOWM
457
Laurel Oak Wealth Management
New Jersey
$1.03M
MCCP
458
Mission Creek Capital Partners
California
$1.02M
RPGK
459
Retirement Planning Group (Kansas)
Kansas
$1.02M
BPWM
460
BCS Private Wealth Management
New Jersey
$1.01M
BRWA
461
B. Riley Wealth Advisors
Florida
$1.01M
HH
462
Hilltop Holdings
Texas
$1.01M
FFM
463
Forum Financial Management
Illinois
$995K
CWM
464
Calamos Wealth Management
Illinois
$995K
CFMC
465
Curbstone Financial Management Corp
New Hampshire
$995K
OBWP
466
O'Brien Wealth Partners
Massachusetts
$993K
CRC
467
Curi RMB Capital
Illinois
$980K
KTC
468
Kentucky Trust Company
Kentucky
$975K
FWM
469
Forza Wealth Management
Florida
$974K
ANTB
470
AMG National Trust Bank
Colorado
$970K
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$965K
AAG
472
Armstrong Advisory Group
Massachusetts
$964K
IWC
473
Integrated Wealth Concepts
Massachusetts
$964K
BWS
474
Buck Wealth Strategies
Colorado
$961K
APA
475
Astoria Portfolio Advisors
New York
$954K