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State Street SPDR S&P Dividend ETF

1,216 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 125 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%45.79% (+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
1,216
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
WP
1026
WealthShield Partners
North Carolina
$191K
CHC
1027
City Holding Co
West Virginia
$191K
ATC
1028
Adirondack Trust Company
New York
$189K
HDIM
1029
Hanson & Doremus Investment Management
Vermont
$185K
OFG
1030
Oxford Financial Group
Indiana
$181K
LIA
1031
Luken Investment Analytics
Tennessee
$179K
HB
1032
Horizon Bancorp
Indiana
$179K
BA
1033
Ballast Advisors
Minnesota
$177K
HC
1034
Hurley Capital
New York
$171K
OHWP
1035
Oak Harbor Wealth Partners
North Carolina
$169K
RP
1036
Rice Partnership
Hawaii
$168K
CA
1037
CoreCap Advisors
Michigan
$166K
APW
1038
Aventura Private Wealth
Florida
$165K
Qube Research & Technologies (QRT)
1039
Qube Research & Technologies (QRT)
United Kingdom
$162K
RFP
1040
Root Financial Partners
California
$156K
BFO
1041
Biltmore Family Office
North Carolina
$152K
CWM
1042
Consultiva Wealth Management
Puerto Rico
$150K
OA
1043
Operose Advisors
Wisconsin
$150K
SOS
1044
Silver Oak Securities
Tennessee
$146K
IRAG
1045
Investment Research & Advisory Group
Georgia
$140K
SA
1046
Seneschal Advisors
Washington
$139K
MFC
1047
Mechanics Financial Corp
Ohio
$139K
TWM
1048
Topsail Wealth Management
North Carolina
$139K
NL
1049
NVWM LLC
Pennsylvania
$135K
GFA
1050
Godfrey Financial Associates
New York
$135K