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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
RWP
451
RWA Wealth Partners
Massachusetts
$1.08M
MC
452
Mathes Company
New York
$1.08M
SFG
453
Seamount Financial Group
Colorado
$1.07M
ASBI
454
American State Bank (Iowa)
Iowa
$1.07M
RFPS
455
Reality Financial Planning Services
Florida
$1.06M
KeyBank National Association
456
KeyBank National Association
Ohio
$1.06M
DT
457
Diversified Trust
Tennessee
$1.05M
BW
458
BIP Wealth
Georgia
$1.05M
VF
459
Vawter Financial
Ohio
$1.04M
SIA
460
Serenity Investment Advisors
Illinois
$1.04M
CW
461
CreativeOne Wealth
Kansas
$1.04M
CIA
462
Compass Ion Advisors
Pennsylvania
$1.03M
LOWM
463
Laurel Oak Wealth Management
New Jersey
$1.03M
MCCP
464
Mission Creek Capital Partners
California
$1.02M
RPGK
465
Retirement Planning Group (Kansas)
Kansas
$1.02M
BPWM
466
BCS Private Wealth Management
New Jersey
$1.01M
BRWA
467
B. Riley Wealth Advisors
Florida
$1.01M
HH
468
Hilltop Holdings
Texas
$1.01M
FFM
469
Forum Financial Management
Illinois
$995K
CWM
470
Calamos Wealth Management
Illinois
$995K
CFMC
471
Curbstone Financial Management Corp
New Hampshire
$995K
OBWP
472
O'Brien Wealth Partners
Massachusetts
$993K
CRC
473
Curi RMB Capital
Illinois
$980K
KTC
474
Kentucky Trust Company
Kentucky
$975K
FWM
475
Forza Wealth Management
Florida
$974K