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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
ANTB
476
AMG National Trust Bank
Colorado
$970K
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$965K +$38.7K +278 +4%
AAG
478
Armstrong Advisory Group
Massachusetts
$964K +$278 +2 +0%
IWC
479
Integrated Wealth Concepts
Massachusetts
$964K -$2.13M -15,309 -69%
BWS
480
Buck Wealth Strategies
Colorado
$961K -$1.11M -7,995 -54%
APA
481
Astoria Portfolio Advisors
New York
$954K +$112K +803 +15%
SFB
482
STAR Financial Bank
Indiana
$953K -$60.1K -432 -6%
MA
483
Mosaic Advisors
Texas
$950K +$950K +6,829 New
AIFAIM
484
American Institute for Advanced Investment Management
Arizona
$950K -$50.1K -360 -5%
RWB
485
RMR Wealth Builders
New Jersey
$947K
MCP
486
Martin Capital Partners
Oregon
$929K +$309K +2,221 +50%
NG
487
Norden Group
Utah
$929K -$50.1K -360 -5%
MWM
488
Madrid Wealth Management
New Mexico
$927K +$927K +6,663 New
BFPW
489
BOK Financial Private Wealth
Colorado
$922K -$44.9K -323 -5%
TRCT
490
Tower Research Capital (TRC)
New York
$921K -$57.3K -412 -6%
ACI
491
Alpha Cubed Investments
California
$916K -$81.3K -584 -8%
EW
492
Evoke Wealth
California
$916K
IF
493
Intrua Financial
Texas
$909K -$6.26K -45 -0.7%
AWA
494
Arete Wealth Advisors
Illinois
$909K +$139 +1 +0%
GWM
495
Greenhouse Wealth Management
Connecticut
$904K +$2.92K +21 +0.3%
SAW
496
Signal Advisors Wealth
Michigan
$897K +$361K +2,593 +67%
BFS
497
Bradley Foster & Sargent
Connecticut
$886K +$13.6K +98 +2%
FCFC
498
First Commonwealth Financial Corp
Pennsylvania
$886K +$45.4K +326 +5%
PBO
499
Peoples Bank (Ohio)
Ohio
$879K -$557 -4 -0.1%
IA
500
IFP Advisors
Florida
$873K +$260K +1,871 +43%