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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
TSS
701
Two Sigma Securities
New York
$447K
PMG
702
Private Management Group
California
$446K
SIS
703
Sound Income Strategies
Florida
$444K
DSC
704
Duncker Streett & Co
Missouri
$442K
BIAS
705
Beacon Investment Advisory Services
New Jersey
$439K
LAM
706
Lakewood Asset Management
Illinois
$439K
FFO
707
Fortitude Family Office
Arizona
$439K
FFO
708
Fiduciary Family Office
Florida
$438K
PNFS
709
PW Nova Financial Services
Pennsylvania
$438K
SHWM
710
Smith & Howard Wealth Management
Georgia
$437K
SW
711
SkyOak Wealth
Michigan
$437K
SAM
712
Secure Asset Management
Michigan
$436K
CWA
713
Clarity Wealth Advisors
California
$434K
AC
714
Apella Capital
Connecticut
$434K
CP
715
Creekside Partners
California
$434K
HIP
716
HUB Investment Partners
Texas
$433K
WIC
717
Woodmont Investment Counsel
Tennessee
$431K
ET
718
Equitable Trust
Tennessee
$428K
MFG
719
Midwest Financial Group
Kansas
$426K
AssetMark Inc
720
AssetMark Inc
California
$426K
Allspring Global Investments
721
Allspring Global Investments
North Carolina
$424K
MWM
722
Mascagni Wealth Management
Mississippi
$423K
RIA
723
Realta Investment Advisors
Delaware
$422K
PVI
724
Pine Valley Investments
New Jersey
$420K
WMG
725
WESCAP Management Group
California
$419K