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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
IP
501
Indivisible Partners
Florida
$863K +$862K +6,198 New
GWS
502
Glassman Wealth Services
Virginia
$862K +$26.7K +192 +3%
JFG
503
JMG Financial Group
Illinois
$859K +$560K +4,022 +187%
NFG
504
Nations Financial Group
Iowa
$859K +$482K +3,466 +128%
GFM
505
GEN Financial Management
Minnesota
$858K +$20.3K +146 +2%
HBW
506
Hazlett, Burt & Watson
West Virginia
$857K +$150K +1,080 +21%
LSPW
507
Lake Street Private Wealth
Illinois
$855K -$835 -6 -0.1%
D.E. Shaw & Co
508
D.E. Shaw & Co
New York
$851K +$851K +6,116 New
ACM
509
AlphaStar Capital Management
North Carolina
$848K +$33.8K +243 +4%
SB
510
Semitam Bonam
New York
$847K
HWA
511
HHM Wealth Advisors
Tennessee
$841K
S
512
SignatureFD
Georgia
$840K -$26.4K -190 -3%
AM
513
AGF Management
Ontario, Canada
$840K
NL
514
NWAM LLC
Washington
$837K -$8.77K -63 -1%
HFS
515
Heritage Financial Services
Massachusetts
$837K
FNBOO
516
First National Bank of Omaha
Nebraska
$835K +$829K +5,956 New
LSIA
517
LaSalle St. Investment Advisors
Illinois
$834K -$56.1K -403 -6%
JWA
518
JFS Wealth Advisors
Pennsylvania
$828K
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$827K +$4.87K +35 +0.6%
SWA
520
Stratos Wealth Advisors
Ohio
$824K -$42.9K -308 -5%
SG
521
StoneX Group
New York
$822K -$49K -352 -6%
SHFA
522
SC&H Financial Advisors
Maryland
$821K -$8.49K -61 -1%
FPAS
523
Focus Partners Advisor Solutions
Missouri
$816K -$550K -3,953 -40%
AP
524
Appleton Partners
Massachusetts
$815K -$7.65K -55 -0.9%
TCWA
525
Turtle Creek Wealth Advisors
Texas
$809K