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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
CIA
451
Compass Ion Advisors
Pennsylvania
$1.03M
LOWM
452
Laurel Oak Wealth Management
New Jersey
$1.03M
MCCP
453
Mission Creek Capital Partners
California
$1.02M
RPGK
454
Retirement Planning Group (Kansas)
Kansas
$1.02M
BPWM
455
BCS Private Wealth Management
New Jersey
$1.01M
BRWA
456
B. Riley Wealth Advisors
Florida
$1.01M
HH
457
Hilltop Holdings
Texas
$1.01M
FFM
458
Forum Financial Management
Illinois
$995K
CWM
459
Calamos Wealth Management
Illinois
$995K
CFMC
460
Curbstone Financial Management Corp
New Hampshire
$995K
OBWP
461
O'Brien Wealth Partners
Massachusetts
$993K
CRC
462
Curi RMB Capital
Illinois
$980K
KTC
463
Kentucky Trust Company
Kentucky
$975K
FWM
464
Forza Wealth Management
Florida
$974K
ANTB
465
AMG National Trust Bank
Colorado
$970K
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$965K
AAG
467
Armstrong Advisory Group
Massachusetts
$964K
IWC
468
Integrated Wealth Concepts
Massachusetts
$964K
BWS
469
Buck Wealth Strategies
Colorado
$961K
APA
470
Astoria Portfolio Advisors
New York
$954K
SFB
471
STAR Financial Bank
Indiana
$953K
MA
472
Mosaic Advisors
Texas
$950K
AIFAIM
473
American Institute for Advanced Investment Management
Arizona
$950K
RWB
474
RMR Wealth Builders
New Jersey
$947K
MCP
475
Martin Capital Partners
Oregon
$929K