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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
AC
701
AlphaCore Capital
California
$449K
TSS
702
Two Sigma Securities
New York
$447K
PMG
703
Private Management Group
California
$446K
SIS
704
Sound Income Strategies
Florida
$444K
DSC
705
Duncker Streett & Co
Missouri
$442K
BIAS
706
Beacon Investment Advisory Services
New Jersey
$439K
LAM
707
Lakewood Asset Management
Illinois
$439K
FFO
708
Fortitude Family Office
Arizona
$439K
FFO
709
Fiduciary Family Office
Florida
$438K
PNFS
710
PW Nova Financial Services
Pennsylvania
$438K
SHWM
711
Smith & Howard Wealth Management
Georgia
$437K
SW
712
SkyOak Wealth
Michigan
$437K
SAM
713
Secure Asset Management
Michigan
$436K
CWA
714
Clarity Wealth Advisors
California
$434K
AC
715
Apella Capital
Connecticut
$434K
CP
716
Creekside Partners
California
$434K
HIP
717
HUB Investment Partners
Texas
$433K
WIC
718
Woodmont Investment Counsel
Tennessee
$431K
ET
719
Equitable Trust
Tennessee
$428K
MFG
720
Midwest Financial Group
Kansas
$426K
AssetMark Inc
721
AssetMark Inc
California
$426K
Allspring Global Investments
722
Allspring Global Investments
North Carolina
$424K
MWM
723
Mascagni Wealth Management
Mississippi
$423K
RIA
724
Realta Investment Advisors
Delaware
$422K
PVI
725
Pine Valley Investments
New Jersey
$420K