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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
DE
1001
Diversified Enterprises
Delaware
$216K
FA
1002
Financial Alternatives
California
$216K
SFC
1003
Strategic Financial Concepts
Texas
$214K
CGA
1004
Crescent Grove Advisors
Illinois
$214K
NAS
1005
Nicolet Advisory Services
Wisconsin
$213K
DWM
1006
DeLarme Wealth Management
California
$211K
EWA
1007
Exencial Wealth Advisors
Oklahoma
$211K
COCM
1008
Charter Oak Capital Management
New Hampshire
$211K
GWAG
1009
Garrett Wealth Advisory Group
Texas
$210K
WE
1010
Wealth Effects
Massachusetts
$210K
AA
1011
Apriem Advisors
California
$210K
RBWA
1012
RFG - Bristol Wealth Advisors
Massachusetts
$209K
CFGA
1013
Cambridge Financial Group (Arizona)
Arizona
$209K
BB
1014
Busey Bank
Illinois
$209K
FSWA
1015
Financial Synergies Wealth Advisors
Texas
$209K
TLFA
1016
True Link Financial Advisors
California
$209K
SFO
1017
Stokes Family Office
Louisiana
$207K
B
1018
Bensler
Washington
$207K
WFP
1019
Wrenne Financial Planning
Kentucky
$206K
WMWM
1020
Whitaker-Myers Wealth Managers
Ohio
$205K
SAM
1021
Summit Asset Management
Tennessee
$205K
IIA
1022
ICW Investment Advisors
Arizona
$205K
OPW
1023
Oxler Private Wealth
New York
$205K
BAM
1024
Bosun Asset Management
Illinois
$205K
BA
1025
Bridgewater Advisors
New York
$204K