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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
MWA
1051
Medallion Wealth Advisors
Connecticut
$152K
BFO
1052
Biltmore Family Office
North Carolina
$152K
CWM
1053
Consultiva Wealth Management
Puerto Rico
$150K
OA
1054
Operose Advisors
Wisconsin
$150K
SOS
1055
Silver Oak Securities
Tennessee
$146K
IRAG
1056
Investment Research & Advisory Group
Georgia
$140K
SA
1057
Seneschal Advisors
Washington
$139K
MFC
1058
Mechanics Financial Corp
Ohio
$139K
TWM
1059
Topsail Wealth Management
North Carolina
$139K
NL
1060
NVWM LLC
Pennsylvania
$135K
GFA
1061
Godfrey Financial Associates
New York
$135K
WETS
1062
Wealth Enhancement Trust Services
South Dakota
$129K
RMC
1063
Resources Management Corp
Connecticut
$125K
MNA
1064
Manning & Napier Advisors
New York
$125K
TCM
1065
TD Capital Management
Tennessee
$120K
HWM
1066
Horizons Wealth Management
North Carolina
$118K
HNB
1067
Hilltop National Bank
Wyoming
$117K
FMTCOCP
1068
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$116K
IWP
1069
IAG Wealth Partners
Wisconsin
$113K
QC
1070
Quent Capital
New York
$113K
AUB
1071
Atlantic Union Bankshares
Virginia
$107K
CNBTD
1072
Citizens National Bank Trust Department
Mississippi
$107K
BTD
1073
BankPlus Trust Department
Mississippi
$106K
FFA
1074
Founders Financial Alliance
North Carolina
$105K
SAG
1075
SageView Advisory Group
California
$105K