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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
QCG
976
Quadrant Capital Group
Ohio
$225K
FCP
977
Fidelis Capital Partners
Florida
$225K
FIA
978
Foundations Investment Advisors
Arizona
$224K
CFGW
979
Chancellor Financial Group WB
Pennsylvania
$224K
ACM
980
Advisors Capital Management
New Jersey
$224K
CFFP
981
Center for Financial Planning
Michigan
$223K
TC
982
Trilogy Capital
California
$223K
BAG
983
Bridgewealth Advisory Group
California
$223K
SWA
984
Strata Wealth Advisors
Texas
$223K
CIA
985
Caerus Investment Advisors
Texas
$223K
FFA
986
First Foundation Advisors
California
$223K
SIC
987
Shoker Investment Counsel
Ohio
$222K
B
988
Bailard
California
$222K
RCA
989
Resonant Capital Advisors
Wisconsin
$221K
BHPW
990
Beverly Hills Private Wealth
California
$221K
PSCM
991
Per Stirling Capital Management
Texas
$221K
WIM
992
Warwick Investment Management
Texas
$220K
KDA
993
Kraft Davis & Associates
Missouri
$220K
GS
994
GTS Securities
New York
$220K
MWM
995
Marion Wealth Management
Pennsylvania
$220K
SAM
996
Sequent Asset Management
Texas
$218K
AAM
997
Augustine Asset Management
Florida
$217K
KA
998
KLCM Advisors
Wisconsin
$217K
BC
999
Brio Consultants
California
$217K
TW
1000
TritonPoint Wealth
Maryland
$216K