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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
KF
676
Krilogy Financial
Missouri
$477K
KCFA
677
Key Client Fiduciary Advisors
New Jersey
$474K
FNT
678
First National Trust
Pennsylvania
$473K
AGA
679
Arkos Global Advisors
Texas
$473K
CA
680
Crewe Advisors
Utah
$469K
YIA
681
YHB Investment Advisors
Connecticut
$466K
SAM
682
Sawgrass Asset Management
Florida
$466K
GFPC
683
Global Financial Private Client
Florida
$465K
SWA
684
Serenus Wealth Advisors
California
$462K
MPM
685
Meritage Portfolio Management
Kansas
$461K
MFG
686
Magnus Financial Group
New York
$460K
CCMG
687
Clark Capital Management Group
Pennsylvania
$459K
FT
688
Fiduciary Trust
Massachusetts
$457K
SFS
689
Sowell Financial Services
Arkansas
$457K
NFG
690
Nadler Financial Group
Illinois
$456K
Fisher Asset Management
691
Fisher Asset Management
Washington
$456K
WAS
692
Wealth Advisory Solutions
Indiana
$455K
CWMK
693
Caliber Wealth Management (Kansas)
Kansas
$454K
QWM
694
Quadcap Wealth Management
Texas
$454K
MCM
695
M1 Capital Management
Michigan
$453K
VAF
696
Values Added Financial
District of Columbia
$453K
MPCG
697
Matrix Private Capital Group
New York
$452K
FS
698
Financially Speaking
Colorado
$451K
BWP
699
Baldwin Wealth Partners
Massachusetts
$449K
AC
700
AlphaCore Capital
California
$449K