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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
CAC
601
Certified Advisory Corp
Florida
$620K
KL
602
KWMG LLC
Kansas
$618K
HSA
603
HBK Sorce Advisory
Pennsylvania
$617K
BI
604
Berkeley Inc
Idaho
$617K
PWAC
605
Private Wealth Advisors (California)
California
$616K
GAG
606
GM Advisory Group
New York
$612K
SPA
607
Sentinel Pension Advisors
Massachusetts
$609K
HCM
608
Hengehold Capital Management
Ohio
$608K
SAM
609
Smartleaf Asset Management
Massachusetts
$607K
BTI
610
Blue Trust Inc
Georgia
$606K
AFG
611
Atomi Financial Group
New York
$606K
TW
612
ticino wealth
California
$602K
RMCM
613
Reynders McVeigh Capital Management
Massachusetts
$601K
UPS
614
UHLMANN PRICE SECURITIES
Illinois
$596K
ZIC
615
ZWJ Investment Counsel
Georgia
$593K
HGWM
616
Horst & Graben Wealth Management
Oregon
$590K
WTFG
617
Wood Tarver Financial Group
Idaho
$589K
CFB
618
Cullen/Frost Bankers
Texas
$588K
SPI
619
Sutton Place Investors
New York
$587K
RSWM
620
Robertson Stephens Wealth Management
California
$586K
BBWP
621
Beacon Bridge Wealth Partners
Pennsylvania
$585K
BDFN
622
Bond & Devick Financial Network
Minnesota
$585K
VT
623
Vise Technologies
New York
$581K
MTIC
624
Missouri Trust & Investment Company
Missouri
$579K
MSWMA
625
Market Street Wealth Management Advisors
Indiana
$574K