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State Street SPDR S&P Dividend ETF

1,216 hedge funds and large institutions have $9.13B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 353 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:

1.93% more ownership

Funds ownership: 43.87%45.79% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,216
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
SHWM
701
Smith & Howard Wealth Management
Georgia
$437K
SW
702
SkyOak Wealth
Michigan
$437K
SAM
703
Secure Asset Management
Michigan
$436K
CWA
704
Clarity Wealth Advisors
California
$434K
AC
705
Apella Capital
Connecticut
$434K
CP
706
Creekside Partners
California
$434K
HIP
707
HUB Investment Partners
Texas
$433K
WIC
708
Woodmont Investment Counsel
Tennessee
$431K
ET
709
Equitable Trust
Tennessee
$428K
MFG
710
Midwest Financial Group
Kansas
$426K
AssetMark Inc
711
AssetMark Inc
California
$426K
Allspring Global Investments
712
Allspring Global Investments
North Carolina
$424K
MWM
713
Mascagni Wealth Management
Mississippi
$423K
RIA
714
Realta Investment Advisors
Delaware
$422K
PVI
715
Pine Valley Investments
New Jersey
$420K
WMG
716
WESCAP Management Group
California
$419K
IC
717
Iconiq Capital
California
$418K
SAM
718
Strategy Asset Managers
California
$417K
RC
719
Roundview Capital
New Jersey
$416K
CB
720
Commerce Bank
Missouri
$416K
AWC
721
Adamsbrown Wealth Consultants
Kansas
$416K
AIC
722
Archer Investment Corporation
Indiana
$415K
AAA
723
Andrews Advisory Associates
Hawaii
$414K
MWP
724
Madison Wealth Partners
Wisconsin
$411K
FHC
725
First Heartland Consultants
Missouri
$411K