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State Street SPDR S&P Dividend ETF

1,217 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, 353 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)

16% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 418

Holders
1,217
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
WE
1001
Wealth Effects
Massachusetts
$210K
AA
1002
Apriem Advisors
California
$210K
RBWA
1003
RFG - Bristol Wealth Advisors
Massachusetts
$209K
CFGA
1004
Cambridge Financial Group (Arizona)
Arizona
$209K
BB
1005
Busey Bank
Illinois
$209K
FSWA
1006
Financial Synergies Wealth Advisors
Texas
$209K
TLFA
1007
True Link Financial Advisors
California
$209K
SFO
1008
Stokes Family Office
Louisiana
$207K
B
1009
Bensler
Washington
$207K
WFP
1010
Wrenne Financial Planning
Kentucky
$206K
WMWM
1011
Whitaker-Myers Wealth Managers
Ohio
$205K
SAM
1012
Summit Asset Management
Tennessee
$205K
IIA
1013
ICW Investment Advisors
Arizona
$205K
OPW
1014
Oxler Private Wealth
New York
$205K
BAM
1015
Bosun Asset Management
Illinois
$205K
BA
1016
Bridgewater Advisors
New York
$204K
GWM
1017
Global Wealth Management
New Jersey
$203K
SCM
1018
SOL Capital Management
Maryland
$202K
LAMNM
1019
Longview Asset Management (New Mexico)
New Mexico
$202K
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$202K
MIM
1021
Marco Investment Management
Georgia
$202K
PCA
1022
Providence Capital Advisors
North Carolina
$201K
BSB
1023
Bangor Savings Bank
Maine
$198K
MIM
1024
MTM Investment Management
South Carolina
$197K
PB
1025
Pinnacle Bancorp
Nebraska
$195K