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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
GWM
1026
Global Wealth Management
New Jersey
$203K
SCM
1027
SOL Capital Management
Maryland
$202K
LAMNM
1028
Longview Asset Management (New Mexico)
New Mexico
$202K
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$202K
MIM
1030
Marco Investment Management
Georgia
$202K
PCA
1031
Providence Capital Advisors
North Carolina
$201K
BSB
1032
Bangor Savings Bank
Maine
$198K
MIM
1033
MTM Investment Management
South Carolina
$197K
PB
1034
Pinnacle Bancorp
Nebraska
$195K
UCB
1035
United Community Bank
South Carolina
$194K
WP
1036
WealthShield Partners
North Carolina
$191K
CHC
1037
City Holding Co
West Virginia
$191K
ATC
1038
Adirondack Trust Company
New York
$189K
HDIM
1039
Hanson & Doremus Investment Management
Vermont
$185K
OFG
1040
Oxford Financial Group
Indiana
$181K
LIA
1041
Luken Investment Analytics
Tennessee
$179K
HB
1042
Horizon Bancorp
Indiana
$179K
BA
1043
Ballast Advisors
Minnesota
$177K
HC
1044
Hurley Capital
New York
$171K
OHWP
1045
Oak Harbor Wealth Partners
North Carolina
$169K
RP
1046
Rice Partnership
Hawaii
$168K
CA
1047
CoreCap Advisors
Michigan
$166K
APW
1048
Aventura Private Wealth
Florida
$165K
Qube Research & Technologies (QRT)
1049
Qube Research & Technologies (QRT)
United Kingdom
$162K
RFP
1050
Root Financial Partners
California
$156K