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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
MAA
651
Matrix Asset Advisors
New York
$526K
MA
652
MCF Advisors
Kentucky
$524K
TCM
653
TruNorth Capital Management
Michigan
$523K
MWM
654
Modera Wealth Management
New Jersey
$523K
LI
655
LRI Investments
Florida
$521K
SWM
656
Selective Wealth Management
Virginia
$521K
GPW
657
Genesis Private Wealth
Virginia
$519K
OWP
658
ORG Wealth Partners
Texas
$517K
NHT
659
New Hampshire Trust
New Hampshire
$516K
WPA
660
West Paces Advisors
Georgia
$515K
RA
661
Rodgers & Associates
Pennsylvania
$515K
JAA
662
Joel Adams & Associates
North Carolina
$514K
LWM
663
LJI Wealth Management
Indiana
$511K
DCU
664
Dara Capital US
Florida
$509K
MAG
665
M3 Advisory Group
Massachusetts
$508K
ORC
666
O'Rourke & Company
Massachusetts
$506K
UWPG
667
Ullmann Wealth Partners Group
Florida
$506K
FB
668
Fulton Bank
Pennsylvania
$499K
WCP
669
Wealthcare Capital Partners
Pennsylvania
$498K
AC
670
Addison Capital
Pennsylvania
$494K
VA
671
VestGen Advisors
Illinois
$487K
EB
672
Emprise Bank
Kansas
$483K
PWP
673
Perfromance Wealth Partners
Illinois
$483K
ITIM
674
Indiana Trust & Investment Management
Indiana
$483K
BWP
675
BSW Wealth Partners
Colorado
$479K