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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

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%45.89% (+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
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
SWM
651
Scissortail Wealth Management
Oklahoma
$528K
MAA
652
Matrix Asset Advisors
New York
$526K
MA
653
MCF Advisors
Kentucky
$524K
TCM
654
TruNorth Capital Management
Michigan
$523K
MWM
655
Modera Wealth Management
New Jersey
$523K
LI
656
LRI Investments
Florida
$521K
SWM
657
Selective Wealth Management
Virginia
$521K
GPW
658
Genesis Private Wealth
Virginia
$519K
OWP
659
ORG Wealth Partners
Texas
$517K
NHT
660
New Hampshire Trust
New Hampshire
$516K
WPA
661
West Paces Advisors
Georgia
$515K
RA
662
Rodgers & Associates
Pennsylvania
$515K
JAA
663
Joel Adams & Associates
North Carolina
$514K
LWM
664
LJI Wealth Management
Indiana
$511K
DCU
665
Dara Capital US
Florida
$509K
MAG
666
M3 Advisory Group
Massachusetts
$508K
ORC
667
O'Rourke & Company
Massachusetts
$506K
UWPG
668
Ullmann Wealth Partners Group
Florida
$506K
FB
669
Fulton Bank
Pennsylvania
$499K
WCP
670
Wealthcare Capital Partners
Pennsylvania
$498K
AC
671
Addison Capital
Pennsylvania
$494K
VA
672
VestGen Advisors
Illinois
$487K
EB
673
Emprise Bank
Kansas
$483K
PWP
674
Perfromance Wealth Partners
Illinois
$483K
ITIM
675
Indiana Trust & Investment Management
Indiana
$483K