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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
KFAS
551
Keating Financial Advisory Services
Kansas
$724K +$724K +5,206 New
EPAM
552
Evelyn Partners Asset Management
$724K +$25.2K +181 +4%
SCA
553
Sandy Cove Advisors
Massachusetts
$723K +$1.81K +13 +0.3%
AWM
554
Atticus Wealth Management
Florida
$722K
NW
555
NewEdge Wealth
Pennsylvania
$720K +$20K +144 +3%
SYBT
556
Stock Yards Bank & Trust
Kentucky
$719K -$56.4K -405 -7%
TI
557
Truepoint Inc
Ohio
$719K +$208K +1,492 +41%
OCM
558
One Capital Management
California
$714K -$214K -1,535 -23%
CCM
559
Cambridge Capital Management
Illinois
$712K -$226K -1,622 -24%
NCM
560
Noesis Capital Mangement
Florida
$709K -$15.3K -110 -2%
TCOT
561
Trust Company of Toledo
Ohio
$707K -$57.7K -415 -8%
ODIJL
562
One Day In July LLC
Vermont
$707K
RA
563
Ransom Advisory
Rhode Island
$705K +$705K +5,065 New
NSIM
564
North Star Investment Management
Illinois
$705K +$473K +3,400 +204%
TFS
565
Thoroughbred Financial Services
Tennessee
$704K -$188K -1,348 -21%
KFGK
566
Keystone Financial Group (Kentucky)
Kentucky
$699K -$41K -295 -6%
JWBC
567
J.W. Burns & Co
New York
$697K -$21K -151 -3%
AI
568
Accredited Investors
Minnesota
$692K
CA
569
Cambridge Advisors
Nebraska
$691K -$25K -180 -3%
IA
570
Intellus Advisors
Florida
$689K
AWM
571
AE Wealth Management
Kansas
$688K +$92.9K +668 +16%
PGAM
572
Princeton Global Asset Management
New Jersey
$680K +$390K +2,804 +135%
FJWM
573
Ferguson Johnson Wealth Management
Maryland
$680K +$680K +4,887 New
PFM
574
Phillips Financial Management
Indiana
$678K -$22.7K -163 -3%
TSWM
575
Triangle Securities Wealth Management
North Carolina
$675K -$9.46K -68 -1%