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State Street SPDR S&P Dividend ETF

1,219 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 126 funds opening new positions, 354 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%45.8% (+1.9%)

2% more capital invested

Capital invested by funds: $8.93B → $9.13B (+$201M)

15% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 418

Holders
1,219
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
COCM
1001
Charter Oak Capital Management
New Hampshire
$211K
GWAG
1002
Garrett Wealth Advisory Group
Texas
$210K
WE
1003
Wealth Effects
Massachusetts
$210K
AA
1004
Apriem Advisors
California
$210K
RBWA
1005
RFG - Bristol Wealth Advisors
Massachusetts
$209K
CFGA
1006
Cambridge Financial Group (Arizona)
Arizona
$209K
BB
1007
Busey Bank
Illinois
$209K
FSWA
1008
Financial Synergies Wealth Advisors
Texas
$209K
TLFA
1009
True Link Financial Advisors
California
$209K
SFO
1010
Stokes Family Office
Louisiana
$207K
B
1011
Bensler
Washington
$207K
WFP
1012
Wrenne Financial Planning
Kentucky
$206K
WMWM
1013
Whitaker-Myers Wealth Managers
Ohio
$205K
SAM
1014
Summit Asset Management
Tennessee
$205K
IIA
1015
ICW Investment Advisors
Arizona
$205K
OPW
1016
Oxler Private Wealth
New York
$205K
BAM
1017
Bosun Asset Management
Illinois
$205K
BA
1018
Bridgewater Advisors
New York
$204K
GWM
1019
Global Wealth Management
New Jersey
$203K
SCM
1020
SOL Capital Management
Maryland
$202K
LAMNM
1021
Longview Asset Management (New Mexico)
New Mexico
$202K
RCAG
1022
Rehmann Capital Advisory Group
Michigan
$202K
MIM
1023
Marco Investment Management
Georgia
$202K
PCA
1024
Providence Capital Advisors
North Carolina
$201K
BSB
1025
Bangor Savings Bank
Maine
$198K