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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
IP
501
Indivisible Partners
Florida
$863K
GWS
502
Glassman Wealth Services
Virginia
$862K
JFG
503
JMG Financial Group
Illinois
$859K
NFG
504
Nations Financial Group
Iowa
$859K
GFM
505
GEN Financial Management
Minnesota
$858K
HBW
506
Hazlett, Burt & Watson
West Virginia
$857K
LSPW
507
Lake Street Private Wealth
Illinois
$855K
D.E. Shaw & Co
508
D.E. Shaw & Co
New York
$851K
ACM
509
AlphaStar Capital Management
North Carolina
$848K
SB
510
Semitam Bonam
New York
$847K
HWA
511
HHM Wealth Advisors
Tennessee
$841K
S
512
SignatureFD
Georgia
$840K
AM
513
AGF Management
Ontario, Canada
$840K
NL
514
NWAM LLC
Washington
$837K
HFS
515
Heritage Financial Services
Massachusetts
$837K
FNBOO
516
First National Bank of Omaha
Nebraska
$835K
LSIA
517
LaSalle St. Investment Advisors
Illinois
$834K
JWA
518
JFS Wealth Advisors
Pennsylvania
$828K
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$827K
SWA
520
Stratos Wealth Advisors
Ohio
$824K
SG
521
StoneX Group
New York
$822K
SHFA
522
SC&H Financial Advisors
Maryland
$821K
FPAS
523
Focus Partners Advisor Solutions
Missouri
$816K
AP
524
Appleton Partners
Massachusetts
$815K
TCWA
525
Turtle Creek Wealth Advisors
Texas
$809K