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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
RWP
451
RWA Wealth Partners
Massachusetts
$1.08M +$6.68K +48 +0.6%
MC
452
Mathes Company
New York
$1.08M
SFG
453
Seamount Financial Group
Colorado
$1.07M -$73.5K -528 -6%
ASBI
454
American State Bank (Iowa)
Iowa
$1.07M
RFPS
455
Reality Financial Planning Services
Florida
$1.06M +$1.06M +7,642 New
KeyBank National Association
456
KeyBank National Association
Ohio
$1.06M -$94.5K -679 -8%
DT
457
Diversified Trust
Tennessee
$1.05M -$31.3K -225 -3%
BW
458
BIP Wealth
Georgia
$1.05M +$423K +3,038 +67%
VF
459
Vawter Financial
Ohio
$1.04M
SIA
460
Serenity Investment Advisors
Illinois
$1.04M +$1.01M +7,259 New
CW
461
CreativeOne Wealth
Kansas
$1.04M +$36.9K +265 +4%
CIA
462
Compass Ion Advisors
Pennsylvania
$1.03M -$294K -2,116 -22%
LOWM
463
Laurel Oak Wealth Management
New Jersey
$1.03M +$1.03M +7,385 New
MCCP
464
Mission Creek Capital Partners
California
$1.02M -$110K -787 -10%
RPGK
465
Retirement Planning Group (Kansas)
Kansas
$1.02M +$106K +764 +12%
BPWM
466
BCS Private Wealth Management
New Jersey
$1.01M
BRWA
467
B. Riley Wealth Advisors
Florida
$1.01M -$24.1K -173 -2%
HH
468
Hilltop Holdings
Texas
$1.01M -$57.2K -411 -5%
FFM
469
Forum Financial Management
Illinois
$995K -$66.1K -475 -6%
CWM
470
Calamos Wealth Management
Illinois
$995K -$30.9K -222 -3%
CFMC
471
Curbstone Financial Management Corp
New Hampshire
$995K
OBWP
472
O'Brien Wealth Partners
Massachusetts
$993K +$5.57K +40 +0.6%
CRC
473
Curi RMB Capital
Illinois
$980K +$113K +813 +13%
KTC
474
Kentucky Trust Company
Kentucky
$975K -$41K -295 -4%
FWM
475
Forza Wealth Management
Florida
$974K