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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
AA
626
Ashford Advisors
New York
$557K
MCC
627
Money Concepts Capital
Florida
$555K
HAP
628
Harbor Asset Planning
Massachusetts
$552K
TFGT
629
TS Financial Group (TSFG)
Illinois
$551K
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$550K
PP
631
Patron Partners
Texas
$549K
CAG
632
Csenge Advisory Group
Florida
$543K
PTC
633
Private Trust Company
Ohio
$539K
LIA
634
LS Investment Advisors
Michigan
$536K
PFP
635
Paragon Financial Partners
California
$536K
JCM
636
Jacobi Capital Management
Pennsylvania
$535K
CCA
637
Childress Capital Advisors
Texas
$532K
BB
638
Berkshire Bank
Massachusetts
$532K
MFA
639
Mayflower Financial Advisors
Massachusetts
$532K
SWM
640
SeaCrest Wealth Management
New York
$531K
KFA
641
Kapstone Financial Advisors
Ohio
$530K
SWM
642
Scissortail Wealth Management
Oklahoma
$528K
MAA
643
Matrix Asset Advisors
New York
$526K
MA
644
MCF Advisors
Kentucky
$524K
TCM
645
TruNorth Capital Management
Michigan
$523K
MWM
646
Modera Wealth Management
New Jersey
$523K
LI
647
LRI Investments
Florida
$521K
SWM
648
Selective Wealth Management
Virginia
$521K
GPW
649
Genesis Private Wealth
Virginia
$519K
OWP
650
ORG Wealth Partners
Texas
$517K