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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
MSWMA
626
Market Street Wealth Management Advisors
Indiana
$574K -$21K -151 -4%
HFP
627
Holistic Financial Partners
Indiana
$573K -$5.15K -37 -0.9%
KFC
628
Klingenstein Fields & Co
New York
$573K
EIP
629
Ellis Investment Partners
Pennsylvania
$572K -$12.4K -89 -2%
IFA
630
Index Fund Advisors
California
$565K -$732K -5,263 -56%
KFI
631
Key Financial Inc
Pennsylvania
$561K
ADL
632
Asset Dedication LLC
California
$560K +$557 +4 +0.1%
FWP
633
FAS Wealth Partners
Kansas
$558K +$278 +2 +0%
AA
634
Ashford Advisors
New York
$557K
WAS
635
Westco Advisory Services
New York
$556K +$555K +3,992 New
MCC
636
Money Concepts Capital
Florida
$555K +$40.9K +294 +8%
HAP
637
Harbor Asset Planning
Massachusetts
$552K +$4.04K +29 +0.7%
TFGT
638
TS Financial Group (TSFG)
Illinois
$551K +$210K +1,512 +62%
Koshinski Asset Management
639
Koshinski Asset Management
Illinois
$550K -$33K -237 -6%
PP
640
Patron Partners
Texas
$549K -$89.9K -646 -14%
CAG
641
Csenge Advisory Group
Florida
$543K +$1.11K +8 +0.2%
PTC
642
Private Trust Company
Ohio
$539K -$134K -965 -20%
LIA
643
LS Investment Advisors
Michigan
$536K -$41.7K -300 -7%
PFP
644
Paragon Financial Partners
California
$536K +$1.67K +12 +0.3%
JCM
645
Jacobi Capital Management
Pennsylvania
$535K -$30.9K -222 -5%
CCA
646
Childress Capital Advisors
Texas
$532K
BB
647
Berkshire Bank
Massachusetts
$532K +$24.1K +173 +5%
MFA
648
Mayflower Financial Advisors
Massachusetts
$532K +$2.23K +16 +0.4%
SWM
649
SeaCrest Wealth Management
New York
$531K -$2.09K -15 -0.4%
KFA
650
Kapstone Financial Advisors
Ohio
$530K +$19.9K +143 +4%