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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
15.02%
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
MG
526
Mather Group
Illinois
$809K +$120K +859 +17%
GT
527
Glenmede Trust
Pennsylvania
$803K +$803K +5,772 New
GIA
528
Guyasuta Investment Advisors
Pennsylvania
$802K -$36.2K -260 -4%
GC
529
Grimes & Company
Massachusetts
$801K +$31.9K +229 +4%
NWA
530
Navis Wealth Advisors
New York
$799K +$11.5K +83 +1%
WS
531
Wedbush Securities
California
$796K +$2.78K +20 +0.4%
CGPCS
532
Capital Group Private Client Services
California
$790K +$3.48K +25 +0.4%
PCM
533
Payne Capital Management
New York
$790K -$51.6K -371 -6%
ICP
534
Interchange Capital Partners
Pennsylvania
$787K -$15.6K -112 -2%
ATPW
535
Ashton Thomas Private Wealth
Arizona
$786K +$29.8K +214 +4%
GPA
536
Garrison Point Advisors
California
$785K -$4.17K -30 -0.5%
TFG
537
Taylor Financial Group
Virginia
$782K
TBFA
538
Three Bearings Fiduciary Advisors
New Hampshire
$773K +$724K +5,200 New
GEA
539
Glen Eagle Advisors
New Jersey
$770K -$75.3K -541 -9%
UBG
540
United Bank (Georgia)
Georgia
$765K -$139 -1 -0%
MC
541
Moors & Cabot
Massachusetts
$761K -$130K -937 -15%
RWM
542
Ritholtz Wealth Management
New York
$760K +$34K +244 +5%
CWMGO
543
Capstone Wealth Management Group (Oregon)
Oregon
$756K +$4.87K +35 +0.6%
SI
544
Saxon Interests
Texas
$755K
MAM
545
MWA Asset Management
Massachusetts
$755K +$2.5K +18 +0.3%
MA
546
MKT Advisors
California
$752K -$12.4K -89 -2%
ONB
547
Old National Bancorp
Indiana
$752K
SFG
548
SevenBridge Financial Group
Pennsylvania
$742K +$1.11K +8 +0.2%
CFP
549
Cascade Financial Partners
California
$741K -$11.1K -80 -1%
DI
550
Decision Investments
California
$730K +$730K +5,247 New