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State Street SPDR S&P Dividend ETF

1,219 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, 354 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)

15% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 418

Holders
1,219
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
BWM
1076
Bernard Wealth Management
Michigan
$96.6K
IIM
1077
IFC & Insurance Marketing
California
$96K
MWM
1078
MGB Wealth Management
Texas
$96K
GA
1079
GoalVest Advisory
New York
$95.3K
BA
1080
Blueline Advisors
New Hampshire
$92.3K
DAM
1081
Delta Asset Management
Tennessee
$90.9K
CSC
1082
Caldwell Sutter Capital
California
$90.5K
HIA
1083
Harbor Investment Advisory
Maryland
$90.5K
LI
1084
Louisbourg Investments
New Brunswick, Canada
$88.4K
AFC
1085
Ares Financial Consulting
California
$85.2K
NFSG
1086
Newbridge Financial Services Group
Florida
$83.2K
FIM
1087
FWL Investment Management
Texas
$82.5K
VWWMG
1088
Vermillion & White Wealth Management Group
Pennsylvania
$81.7K
GJIA
1089
Glass Jacobson Investment Advisors
Maryland
$81.5K
GBT
1090
Grove Bank & Trust
Florida
$81K
IWM
1091
Inlight Wealth Management
Georgia
$77.8K
PRAG
1092
Portfolio Resources Advisor Group
Florida
$75.8K
SC
1093
SouthState Corp
Florida
$75.1K
VNA
1094
Valley National Advisers
Pennsylvania
$73K
PSB
1095
Piscataqua Savings Bank
New Hampshire
$71.7K
SGK
1096
Steigerwald Gordon & Koch
Virginia
$70.6K
AIM
1097
Arcadia Investment Management
Michigan
$70.4K
HHCP
1098
Hilton Head Capital Partners
South Carolina
$70.3K
VWA
1099
VSM Wealth Advisory
Maryland
$68.9K
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$66.1K