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State Street SPDR S&P Dividend ETF

1,234 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 137 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%45.89% (+2%)

2% more capital invested

Capital invested by funds: $8.94B → $9.15B (+$216M)

15% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 418

Holders
1,234
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
BC
1001
Brio Consultants
California
$217K
TW
1002
TritonPoint Wealth
Maryland
$216K
DE
1003
Diversified Enterprises
Delaware
$216K
FA
1004
Financial Alternatives
California
$216K
SFC
1005
Strategic Financial Concepts
Texas
$214K
CGA
1006
Crescent Grove Advisors
Illinois
$214K
NAS
1007
Nicolet Advisory Services
Wisconsin
$213K
DWM
1008
DeLarme Wealth Management
California
$211K
EWA
1009
Exencial Wealth Advisors
Oklahoma
$211K
COCM
1010
Charter Oak Capital Management
New Hampshire
$211K
GWAG
1011
Garrett Wealth Advisory Group
Texas
$210K
WE
1012
Wealth Effects
Massachusetts
$210K
AA
1013
Apriem Advisors
California
$210K
RBWA
1014
RFG - Bristol Wealth Advisors
Massachusetts
$209K
CFGA
1015
Cambridge Financial Group (Arizona)
Arizona
$209K
BB
1016
Busey Bank
Illinois
$209K
FSWA
1017
Financial Synergies Wealth Advisors
Texas
$209K
TLFA
1018
True Link Financial Advisors
California
$209K
SFO
1019
Stokes Family Office
Louisiana
$207K
B
1020
Bensler
Washington
$207K
WFP
1021
Wrenne Financial Planning
Kentucky
$206K
WMWM
1022
Whitaker-Myers Wealth Managers
Ohio
$205K
SAM
1023
Summit Asset Management
Tennessee
$205K
IIA
1024
ICW Investment Advisors
Arizona
$205K
OPW
1025
Oxler Private Wealth
New York
$205K