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State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 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:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
SAM
976
Sequent Asset Management
Texas
$218K
AAM
977
Augustine Asset Management
Florida
$217K
KA
978
KLCM Advisors
Wisconsin
$217K
BC
979
Brio Consultants
California
$217K
TW
980
TritonPoint Wealth
Maryland
$216K
DE
981
Diversified Enterprises
Delaware
$216K
FA
982
Financial Alternatives
California
$216K
SFC
983
Strategic Financial Concepts
Texas
$214K
CGA
984
Crescent Grove Advisors
Illinois
$214K
NAS
985
Nicolet Advisory Services
Wisconsin
$213K
DWM
986
DeLarme Wealth Management
California
$211K
EWA
987
Exencial Wealth Advisors
Oklahoma
$211K
COCM
988
Charter Oak Capital Management
New Hampshire
$211K
GWAG
989
Garrett Wealth Advisory Group
Texas
$210K
WE
990
Wealth Effects
Massachusetts
$210K
AA
991
Apriem Advisors
California
$210K
RBWA
992
RFG - Bristol Wealth Advisors
Massachusetts
$209K
CFGA
993
Cambridge Financial Group (Arizona)
Arizona
$209K
BB
994
Busey Bank
Illinois
$209K
FSWA
995
Financial Synergies Wealth Advisors
Texas
$209K
TLFA
996
True Link Financial Advisors
California
$209K
SFO
997
Stokes Family Office
Louisiana
$207K
B
998
Bensler
Washington
$207K
WFP
999
Wrenne Financial Planning
Kentucky
$206K
WMWM
1000
Whitaker-Myers Wealth Managers
Ohio
$205K