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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
BWP
676
BSW Wealth Partners
Colorado
$479K
KF
677
Krilogy Financial
Missouri
$477K
KCFA
678
Key Client Fiduciary Advisors
New Jersey
$474K
FNT
679
First National Trust
Pennsylvania
$473K
AGA
680
Arkos Global Advisors
Texas
$473K
CA
681
Crewe Advisors
Utah
$469K
YIA
682
YHB Investment Advisors
Connecticut
$466K
SAM
683
Sawgrass Asset Management
Florida
$466K
GFPC
684
Global Financial Private Client
Florida
$465K
SWA
685
Serenus Wealth Advisors
California
$462K
MPM
686
Meritage Portfolio Management
Kansas
$461K
MFG
687
Magnus Financial Group
New York
$460K
CCMG
688
Clark Capital Management Group
Pennsylvania
$459K
FT
689
Fiduciary Trust
Massachusetts
$457K
SFS
690
Sowell Financial Services
Arkansas
$457K
NFG
691
Nadler Financial Group
Illinois
$456K
Fisher Asset Management
692
Fisher Asset Management
Washington
$456K
WAS
693
Wealth Advisory Solutions
Indiana
$455K
CWMK
694
Caliber Wealth Management (Kansas)
Kansas
$454K
QWM
695
Quadcap Wealth Management
Texas
$454K
MCM
696
M1 Capital Management
Michigan
$453K
VAF
697
Values Added Financial
District of Columbia
$453K
MPCG
698
Matrix Private Capital Group
New York
$452K
FS
699
Financially Speaking
Colorado
$451K
BWP
700
Baldwin Wealth Partners
Massachusetts
$449K