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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
1001
Summit Asset Management
Tennessee
$205K
IIA
1002
ICW Investment Advisors
Arizona
$205K
OPW
1003
Oxler Private Wealth
New York
$205K
BAM
1004
Bosun Asset Management
Illinois
$205K
BA
1005
Bridgewater Advisors
New York
$204K
GWM
1006
Global Wealth Management
New Jersey
$203K
SCM
1007
SOL Capital Management
Maryland
$202K
LAMNM
1008
Longview Asset Management (New Mexico)
New Mexico
$202K
MIM
1009
Marco Investment Management
Georgia
$202K
PCA
1010
Providence Capital Advisors
North Carolina
$201K
BSB
1011
Bangor Savings Bank
Maine
$198K
MIM
1012
MTM Investment Management
South Carolina
$197K
PB
1013
Pinnacle Bancorp
Nebraska
$195K
UCB
1014
United Community Bank
South Carolina
$194K
WP
1015
WealthShield Partners
North Carolina
$191K
CHC
1016
City Holding Co
West Virginia
$191K
ATC
1017
Adirondack Trust Company
New York
$189K
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$185K
OFG
1019
Oxford Financial Group
Indiana
$181K
LIA
1020
Luken Investment Analytics
Tennessee
$179K
HB
1021
Horizon Bancorp
Indiana
$179K
BA
1022
Ballast Advisors
Minnesota
$177K
HC
1023
Hurley Capital
New York
$171K
OHWP
1024
Oak Harbor Wealth Partners
North Carolina
$169K
RP
1025
Rice Partnership
Hawaii
$168K