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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
ST
576
Sageworth Trust
Pennsylvania
$645K
CCWM
577
Cassaday & Co Wealth Management
Virginia
$645K
RA
578
RFG Advisory
Alabama
$643K
EFG
579
Ehrlich Financial Group
California
$639K
EFG
580
Everhart Financial Group
Ohio
$638K
IAIM
581
International Assets Investment Management
Florida
$636K
BFA
582
Beaumont Financial Advisors
Massachusetts
$635K
VA
583
Vident Advisory
Georgia
$635K
ALC
584
Alexander Labrunerie & Co
Missouri
$632K
7WCP
585
71 West Capital Partners
Massachusetts
$631K
WPC
586
Wedmont Private Capital
Pennsylvania
$628K
LNWTC
587
Laird Norton Wetherby Trust Company
Washington
$628K
VFA
588
Valeo Financial Advisors
Indiana
$623K
WCM
589
WealthBridge Capital Management
Ohio
$622K
CAAS
590
Capital Asset Advisory Services
Michigan
$622K
ACA
591
Alpha Capital Advisors
Maine
$621K
IAG
592
Investment Advisory Group
Massachusetts
$621K
SA
593
SRH Advisors
Kansas
$621K
CAC
594
Certified Advisory Corp
Florida
$620K
KL
595
KWMG LLC
Kansas
$618K
HSA
596
HBK Sorce Advisory
Pennsylvania
$617K
BI
597
Berkeley Inc
Idaho
$617K
PWAC
598
Private Wealth Advisors (California)
California
$616K
GAG
599
GM Advisory Group
New York
$612K
SPA
600
Sentinel Pension Advisors
Massachusetts
$609K