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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
Stifel Financial
26
Stifel Financial
Missouri
$66.5M
Osaic Holdings
27
Osaic Holdings
Arizona
$66.4M
Jones Financial Companies
28
Jones Financial Companies
Missouri
$63.6M
Creative Planning
29
Creative Planning
Kansas
$61.5M
ERWM
30
Elk River Wealth Management
Colorado
$58.5M
MML Investors Services
31
MML Investors Services
Massachusetts
$56.6M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$53M
JSAM
33
J. Safra Asset Management
New York
$49.2M
Goldman Sachs
34
Goldman Sachs
New York
$46.2M
CCM
35
Coldstream Capital Management
Washington
$45.2M
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$44.5M
MGIA
37
Moneta Group Investment Advisors
Missouri
$39.5M
MSA
38
Marino Stram & Associates
Massachusetts
$38.9M
LW
39
Linscomb Wealth
Texas
$38.7M
CA
40
Clearstead Advisors
Ohio
$38.3M
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$35.9M
WFM
42
Wolff Financial Management
Michigan
$35.4M
NSLI
43
Nan Shan Life Insurance
Taiwan
$34.4M
Baird Financial Group
44
Baird Financial Group
Wisconsin
$34M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$32.5M
SPIA
46
Steward Partners Investment Advisory
New York
$30.6M
KAS
47
Kestra Advisory Services
Texas
$30.6M
Mariner
48
Mariner
Kansas
$30.5M
LODC
49
Lanham O'Dell & Company
West Virginia
$30.2M
FAM
50
Flaharty Asset Management
Florida
$27.6M