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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
RA
551
Ransom Advisory
Rhode Island
$705K
NSIM
552
North Star Investment Management
Illinois
$705K
TFS
553
Thoroughbred Financial Services
Tennessee
$704K
KFGK
554
Keystone Financial Group (Kentucky)
Kentucky
$699K
JWBC
555
J.W. Burns & Co
New York
$697K
AI
556
Accredited Investors
Minnesota
$692K
CA
557
Cambridge Advisors
Nebraska
$691K
IA
558
Intellus Advisors
Florida
$689K
AWM
559
AE Wealth Management
Kansas
$688K
PGAM
560
Princeton Global Asset Management
New Jersey
$680K
FJWM
561
Ferguson Johnson Wealth Management
Maryland
$680K
PFM
562
Phillips Financial Management
Indiana
$678K
TSWM
563
Triangle Securities Wealth Management
North Carolina
$675K
SAI
564
Systematic Alpha Investments
New Jersey
$668K
KWM
565
Kaydan Wealth Management
Michigan
$667K
MWM
566
Meridian Wealth Management
Kentucky
$666K
SB
567
Strategic Blueprint
Georgia
$663K
SMC
568
Smith, Moore & Co
Missouri
$662K
HCM
569
Hilton Capital Management
New York
$661K
RPC
570
Rossmore Private Capital
Connecticut
$660K
DI
571
Disciplined Investments
Oklahoma
$648K
ST
572
Sageworth Trust
Pennsylvania
$645K
CCWM
573
Cassaday & Co Wealth Management
Virginia
$645K
RA
574
RFG Advisory
Alabama
$643K
EFG
575
Ehrlich Financial Group
California
$639K