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State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 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:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
CP
701
Creekside Partners
California
$434K
HIP
702
HUB Investment Partners
Texas
$433K
WIC
703
Woodmont Investment Counsel
Tennessee
$431K
ET
704
Equitable Trust
Tennessee
$428K
MFG
705
Midwest Financial Group
Kansas
$426K
AssetMark Inc
706
AssetMark Inc
California
$426K
Allspring Global Investments
707
Allspring Global Investments
North Carolina
$424K
MWM
708
Mascagni Wealth Management
Mississippi
$423K
RIA
709
Realta Investment Advisors
Delaware
$422K
PVI
710
Pine Valley Investments
New Jersey
$420K
WMG
711
WESCAP Management Group
California
$419K
IC
712
Iconiq Capital
California
$418K
SAM
713
Strategy Asset Managers
California
$417K
RC
714
Roundview Capital
New Jersey
$416K
CB
715
Commerce Bank
Missouri
$416K
AWC
716
Adamsbrown Wealth Consultants
Kansas
$416K
AIC
717
Archer Investment Corporation
Indiana
$415K
AAA
718
Andrews Advisory Associates
Hawaii
$414K
MWP
719
Madison Wealth Partners
Wisconsin
$411K
FHC
720
First Heartland Consultants
Missouri
$411K
FCBT
721
First Citizens Bank & Trust
North Carolina
$410K
Principal Financial Group
722
Principal Financial Group
Iowa
$409K
LT
723
Legacy Trust
Michigan
$407K
BMM
724
Berkshire Money Management
Massachusetts
$407K
HWA
725
Heartwood Wealth Advisors
Virginia
$406K