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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
HFP
626
Holistic Financial Partners
Indiana
$573K
KFC
627
Klingenstein Fields & Co
New York
$573K
EIP
628
Ellis Investment Partners
Pennsylvania
$572K
IFA
629
Index Fund Advisors
California
$565K
KFI
630
Key Financial Inc
Pennsylvania
$561K
ADL
631
Asset Dedication LLC
California
$560K
FWP
632
FAS Wealth Partners
Kansas
$558K
AA
633
Ashford Advisors
New York
$557K
WAS
634
Westco Advisory Services
New York
$556K
MCC
635
Money Concepts Capital
Florida
$555K
HAP
636
Harbor Asset Planning
Massachusetts
$552K
TFGT
637
TS Financial Group (TSFG)
Illinois
$551K
Koshinski Asset Management
638
Koshinski Asset Management
Illinois
$550K
PP
639
Patron Partners
Texas
$549K
CAG
640
Csenge Advisory Group
Florida
$543K
PTC
641
Private Trust Company
Ohio
$539K
LIA
642
LS Investment Advisors
Michigan
$536K
PFP
643
Paragon Financial Partners
California
$536K
JCM
644
Jacobi Capital Management
Pennsylvania
$535K
CCA
645
Childress Capital Advisors
Texas
$532K
BB
646
Berkshire Bank
Massachusetts
$532K
MFA
647
Mayflower Financial Advisors
Massachusetts
$532K
SWM
648
SeaCrest Wealth Management
New York
$531K
KFA
649
Kapstone Financial Advisors
Ohio
$530K
SWM
650
Scissortail Wealth Management
Oklahoma
$528K