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State Street SPDR S&P Dividend ETF

1,202 hedge funds and large institutions have $9.08B invested in State Street SPDR S&P Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 416 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:

1.66% more ownership

Funds ownership: 43.86%45.53% (+1.7%)

2% more capital invested

Capital invested by funds: $8.93B → $9.08B (+$147M)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 416

Holders
1,202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
NA
101
NewEdge Advisors
Louisiana
$10.8M
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$10.8M
William Blair & Company
103
William Blair & Company
Illinois
$10.7M
IWM
104
IHT Wealth Management
Illinois
$10.7M
EPIME
105
Evelyn Partners Investment Management (Europe)
$10.3M
DWP
106
Destiny Wealth Partners
Florida
$10.1M
CI
107
CX Institutional
Indiana
$10.1M
GT
108
Greenleaf Trust
Michigan
$10.1M
PWP
109
Precedent Wealth Partners
Texas
$9.98M
CIM
110
Confluence Investment Management
Missouri
$9.65M
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$9.6M
Brown Advisory
112
Brown Advisory
Maryland
$9.44M
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.2M
AllianceBernstein
114
AllianceBernstein
Tennessee
$9.06M
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$8.96M
OC
116
Oppenheimer & Co
New York
$8.73M
NRI
117
NFP Retirement Inc
California
$8.71M
KP
118
Kitching Partners
Pennsylvania
$8.5M
FTWA
119
Fifth Third Wealth Advisors
Ohio
$8.42M
SB
120
Simmons Bank
Arkansas
$8.25M
WFA
121
Wellspring Financial Advisors
Ohio
$8.24M
MA
122
MONECO Advisors
Connecticut
$8.18M
CC
123
Corsicana & Co
Texas
$8.12M
MMA
124
Miracle Mile Advisors
California
$7.84M
BPA
125
Beacon Pointe Advisors
California
$7.8M