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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

204% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 45

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

15% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $7.38M

5% more funds holding

Funds holding: 1,1711,234 (+63)

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
+63
Holders Change %
+5.38%
% of All Funds
15.02%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.45%
New
137
Increased
355
Reduced
418
Closed
45
Calls
$8.52M
Puts
$7.38M
Net Calls
+$1.14M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
726
WESCAP Management Group
California
$419K
IC
727
Iconiq Capital
California
$418K
SAM
728
Strategy Asset Managers
California
$417K -$2.42M -17,358 -85%
RC
729
Roundview Capital
New Jersey
$416K +$17.4K +125 +4%
CB
730
Commerce Bank
Missouri
$416K -$13.9K -100 -3%
AWC
731
Adamsbrown Wealth Consultants
Kansas
$416K -$8.49K -61 -2%
AIC
732
Archer Investment Corporation
Indiana
$415K +$2.92K +21 +0.7%
AAA
733
Andrews Advisory Associates
Hawaii
$414K +$414K +2,977 New
MWP
734
Madison Wealth Partners
Wisconsin
$411K +$411K +2,951 New
FHC
735
First Heartland Consultants
Missouri
$411K
FCBT
736
First Citizens Bank & Trust
North Carolina
$410K -$9.04K -65 -2%
Principal Financial Group
737
Principal Financial Group
Iowa
$409K
LT
738
Legacy Trust
Michigan
$407K
BMM
739
Berkshire Money Management
Massachusetts
$407K +$407K +2,922 New
HWA
740
Heartwood Wealth Advisors
Virginia
$406K -$696 -5 -0.2%
SFGP
741
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$406K
PWA
742
Prairie Wealth Advisors
Nebraska
$406K -$403K -2,896 Closed
HL
743
HeadInvest LLC
Maine
$404K -$12.2K -88 -3%
GTAM
744
Global Trust Asset Management
Florida
$404K -$142K -1,017 -26%
RWM
745
Revisor Wealth Management
Ohio
$403K
BCWM
746
Bartlett & Co Wealth Management
Ohio
$402K
AIM
747
Acropolis Investment Management
Missouri
$401K -$19.1K -137 -5%
CTA
748
Clear Trail Advisors
Texas
$401K +$401K +2,885 New
RWA
749
River Wealth Advisors
Pennsylvania
$400K -$3.48K -25 -0.9%
AMCA
750
Arthur M. Cohen & Associates
Illinois
$399K +$79.3K +570 +25%