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State Street SPDR S&P Dividend ETF

1,216 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 353 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:

1.93% more ownership

Funds ownership: 43.87%45.79% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
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
CCM
551
Cambridge Capital Management
Illinois
$712K
NCM
552
Noesis Capital Mangement
Florida
$709K
TCOT
553
Trust Company of Toledo
Ohio
$707K
ODIJL
554
One Day In July LLC
Vermont
$707K
RA
555
Ransom Advisory
Rhode Island
$705K
NSIM
556
North Star Investment Management
Illinois
$705K
TFS
557
Thoroughbred Financial Services
Tennessee
$704K
KFGK
558
Keystone Financial Group (Kentucky)
Kentucky
$699K
JWBC
559
J.W. Burns & Co
New York
$697K
AI
560
Accredited Investors
Minnesota
$692K
CA
561
Cambridge Advisors
Nebraska
$691K
IA
562
Intellus Advisors
Florida
$689K
AWM
563
AE Wealth Management
Kansas
$688K
PGAM
564
Princeton Global Asset Management
New Jersey
$680K
FJWM
565
Ferguson Johnson Wealth Management
Maryland
$680K
PFM
566
Phillips Financial Management
Indiana
$678K
TSWM
567
Triangle Securities Wealth Management
North Carolina
$675K
SAI
568
Systematic Alpha Investments
New Jersey
$668K
KWM
569
Kaydan Wealth Management
Michigan
$667K
MWM
570
Meridian Wealth Management
Kentucky
$666K
SB
571
Strategic Blueprint
Georgia
$663K
SMC
572
Smith, Moore & Co
Missouri
$662K
HCM
573
Hilton Capital Management
New York
$661K
RPC
574
Rossmore Private Capital
Connecticut
$660K
DI
575
Disciplined Investments
Oklahoma
$648K