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State Street SPDR S&P Dividend ETF

1,216 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 125 funds opening new positions, 353 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%45.79% (+1.9%)

2% more capital invested

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

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
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
DT
451
Diversified Trust
Tennessee
$1.05M
BW
452
BIP Wealth
Georgia
$1.05M
VF
453
Vawter Financial
Ohio
$1.04M
CW
454
CreativeOne Wealth
Kansas
$1.04M
CIA
455
Compass Ion Advisors
Pennsylvania
$1.03M
LOWM
456
Laurel Oak Wealth Management
New Jersey
$1.03M
MCCP
457
Mission Creek Capital Partners
California
$1.02M
RPGK
458
Retirement Planning Group (Kansas)
Kansas
$1.02M
BPWM
459
BCS Private Wealth Management
New Jersey
$1.01M
BRWA
460
B. Riley Wealth Advisors
Florida
$1.01M
HH
461
Hilltop Holdings
Texas
$1.01M
FFM
462
Forum Financial Management
Illinois
$995K
CWM
463
Calamos Wealth Management
Illinois
$995K
CFMC
464
Curbstone Financial Management Corp
New Hampshire
$995K
OBWP
465
O'Brien Wealth Partners
Massachusetts
$993K
CRC
466
Curi RMB Capital
Illinois
$980K
KTC
467
Kentucky Trust Company
Kentucky
$975K
FWM
468
Forza Wealth Management
Florida
$974K
ANTB
469
AMG National Trust Bank
Colorado
$970K
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$965K
AAG
471
Armstrong Advisory Group
Massachusetts
$964K
IWC
472
Integrated Wealth Concepts
Massachusetts
$964K
BWS
473
Buck Wealth Strategies
Colorado
$961K
APA
474
Astoria Portfolio Advisors
New York
$954K
SFB
475
STAR Financial Bank
Indiana
$953K