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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
HHGA
1076
Halbert Hargrove Global Advisors
California
$104K
HFS
1077
Hughes Financial Services
Virginia
$104K
FMII
1078
Farmers & Merchants Investments Inc
Nebraska
$103K
ZBNA
1079
Zions Bancorporation, National Association
Utah
$102K
AWM
1080
Activest Wealth Management
Florida
$101K
WWMSC
1081
Wagner Wealth Management (South Carolina)
South Carolina
$99.6K
SWA
1082
Strategic Wealth Advisors
Arizona
$99K
AIM
1083
Anchor Investment Management
South Carolina
$98.2K
BWM
1084
Bernard Wealth Management
Michigan
$96.6K
IIM
1085
IFC & Insurance Marketing
California
$96K
MWM
1086
MGB Wealth Management
Texas
$96K
GA
1087
GoalVest Advisory
New York
$95.3K
BA
1088
Blueline Advisors
New Hampshire
$92.3K
DAM
1089
Delta Asset Management
Tennessee
$90.9K
CSC
1090
Caldwell Sutter Capital
California
$90.5K
HIA
1091
Harbor Investment Advisory
Maryland
$90.5K
LI
1092
Louisbourg Investments
New Brunswick, Canada
$88.4K
AFC
1093
Ares Financial Consulting
California
$85.2K
PWM
1094
Peck Wealth Management
New York
$83.5K
NFSG
1095
Newbridge Financial Services Group
Florida
$83.2K
FIM
1096
FWL Investment Management
Texas
$82.5K
VWWMG
1097
Vermillion & White Wealth Management Group
Pennsylvania
$81.7K
GJIA
1098
Glass Jacobson Investment Advisors
Maryland
$81.5K
GBT
1099
Grove Bank & Trust
Florida
$81K
IWM
1100
Inlight Wealth Management
Georgia
$77.8K