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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
NHT
651
New Hampshire Trust
New Hampshire
$516K
WPA
652
West Paces Advisors
Georgia
$515K
RA
653
Rodgers & Associates
Pennsylvania
$515K
JAA
654
Joel Adams & Associates
North Carolina
$514K
LWM
655
LJI Wealth Management
Indiana
$511K
DCU
656
Dara Capital US
Florida
$509K
MAG
657
M3 Advisory Group
Massachusetts
$508K
ORC
658
O'Rourke & Company
Massachusetts
$506K
UWPG
659
Ullmann Wealth Partners Group
Florida
$506K
FB
660
Fulton Bank
Pennsylvania
$499K
WCP
661
Wealthcare Capital Partners
Pennsylvania
$498K
AC
662
Addison Capital
Pennsylvania
$494K
VA
663
VestGen Advisors
Illinois
$487K
EB
664
Emprise Bank
Kansas
$483K
PWP
665
Perfromance Wealth Partners
Illinois
$483K
ITIM
666
Indiana Trust & Investment Management
Indiana
$483K
BWP
667
BSW Wealth Partners
Colorado
$479K
KF
668
Krilogy Financial
Missouri
$477K
KCFA
669
Key Client Fiduciary Advisors
New Jersey
$474K
FNT
670
First National Trust
Pennsylvania
$473K
AGA
671
Arkos Global Advisors
Texas
$473K
CA
672
Crewe Advisors
Utah
$469K
YIA
673
YHB Investment Advisors
Connecticut
$466K
SAM
674
Sawgrass Asset Management
Florida
$466K
GFPC
675
Global Financial Private Client
Florida
$465K