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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
WAG
951
Wallace Advisory Group
California
$243K
AR
952
Advisory Research
Illinois
$243K
MPWT
953
MassMutual Private Wealth & Trust
Connecticut
$242K
SSWM
954
Smith Salley Wealth Management
North Carolina
$239K
SPC
955
Spirepoint Private Client
Florida
$239K
FI
956
Financial Insights
Washington
$239K
TF
957
Tompkins Financial
New York
$237K
KCM
958
Kathmere Capital Management
Pennsylvania
$236K
Chevy Chase Trust
959
Chevy Chase Trust
Maryland
$236K
MSFS
960
Main Street Financial Solutions
Pennsylvania
$236K
QCM
961
QRG Capital Management
Illinois
$235K
SWMG
962
Signature Wealth Management Group
Georgia
$234K
WCFA
963
Walkner Condon Financial Advisors
Wisconsin
$234K
BMCM
964
Bryn Mawr Capital Management
Pennsylvania
$233K
FFWM
965
Future Financial Wealth Management
Ohio
$233K
MC
966
McCarthy & Cox
Ohio
$230K
CCG
967
Cypress Capital Group
Florida
$230K
SHA
968
Seneca House Advisors
Virginia
$229K
AF
969
Arrow Financial
New York
$229K
Luther King Capital Management (LKCM)
970
Luther King Capital Management (LKCM)
Texas
$228K
SWM
971
SHP Wealth Management
Massachusetts
$227K
WCAMG
972
Woodard & Company Asset Management Group
North Carolina
$226K
RIL
973
Rothschild Investment LLC
Illinois
$226K
SIA
974
Stegner Investment Associates
Kentucky
$226K
GWP
975
Gateway Wealth Partners
Wisconsin
$225K