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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
FCBT
726
First Citizens Bank & Trust
North Carolina
$410K
Principal Financial Group
727
Principal Financial Group
Iowa
$409K
LT
728
Legacy Trust
Michigan
$407K
BMM
729
Berkshire Money Management
Massachusetts
$407K
HWA
730
Heartwood Wealth Advisors
Virginia
$406K
SFGP
731
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$406K
PWA
732
Prairie Wealth Advisors
Nebraska
$406K
HL
733
HeadInvest LLC
Maine
$404K
GTAM
734
Global Trust Asset Management
Florida
$404K
RWM
735
Revisor Wealth Management
Ohio
$403K
BCWM
736
Bartlett & Co Wealth Management
Ohio
$402K
AIM
737
Acropolis Investment Management
Missouri
$401K
CTA
738
Clear Trail Advisors
Texas
$401K
RWA
739
River Wealth Advisors
Pennsylvania
$400K
AMCA
740
Arthur M. Cohen & Associates
Illinois
$399K
HCP
741
Hardin Capital Partners
South Carolina
$396K
GKWIM
742
Gerber Kawasaki Wealth & Investment Management
California
$396K
KWMG
743
King Wealth Management Group
Florida
$395K
PMFA
744
Plante Moran Financial Advisors
Michigan
$394K
OWP
745
Obermeyer Wealth Partners
Colorado
$394K
NAM
746
NTV Asset Management
West Virginia
$393K
RRA
747
Round Rock Advisors
Connecticut
$391K
MPCL
748
My Personal CFO LLC
Washington
$390K
KCM
749
Kanawha Capital Management
Virginia
$390K
BHWM
750
Beaird Harris Wealth Management
Texas
$389K