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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
EPAM
551
Evelyn Partners Asset Management
$724K
SCA
552
Sandy Cove Advisors
Massachusetts
$723K
AWM
553
Atticus Wealth Management
Florida
$722K
NW
554
NewEdge Wealth
Pennsylvania
$720K
SYBT
555
Stock Yards Bank & Trust
Kentucky
$719K
TI
556
Truepoint Inc
Ohio
$719K
OCM
557
One Capital Management
California
$714K
CCM
558
Cambridge Capital Management
Illinois
$712K
NCM
559
Noesis Capital Mangement
Florida
$709K
TCOT
560
Trust Company of Toledo
Ohio
$707K
ODIJL
561
One Day In July LLC
Vermont
$707K
RA
562
Ransom Advisory
Rhode Island
$705K
NSIM
563
North Star Investment Management
Illinois
$705K
TFS
564
Thoroughbred Financial Services
Tennessee
$704K
KFGK
565
Keystone Financial Group (Kentucky)
Kentucky
$699K
JWBC
566
J.W. Burns & Co
New York
$697K
AI
567
Accredited Investors
Minnesota
$692K
CA
568
Cambridge Advisors
Nebraska
$691K
IA
569
Intellus Advisors
Florida
$689K
AWM
570
AE Wealth Management
Kansas
$688K
PGAM
571
Princeton Global Asset Management
New Jersey
$680K
FJWM
572
Ferguson Johnson Wealth Management
Maryland
$680K
PFM
573
Phillips Financial Management
Indiana
$678K
TSWM
574
Triangle Securities Wealth Management
North Carolina
$675K
SAI
575
Systematic Alpha Investments
New Jersey
$668K