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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
SRC
101
Sage Rhino Capital
California
$10.9M
NA
102
NewEdge Advisors
Louisiana
$10.8M
FMWA
103
Forvis Mazars Wealth Advisors
Missouri
$10.8M
William Blair & Company
104
William Blair & Company
Illinois
$10.7M
IWM
105
IHT Wealth Management
Illinois
$10.7M
EPIME
106
Evelyn Partners Investment Management (Europe)
$10.3M
DWP
107
Destiny Wealth Partners
Florida
$10.1M
CI
108
CX Institutional
Indiana
$10.1M
GT
109
Greenleaf Trust
Michigan
$10.1M
PWP
110
Precedent Wealth Partners
Texas
$9.98M
CIM
111
Confluence Investment Management
Missouri
$9.65M
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$9.6M
Brown Advisory
113
Brown Advisory
Maryland
$9.44M
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.2M
AllianceBernstein
115
AllianceBernstein
Tennessee
$9.06M
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$8.96M
OC
117
Oppenheimer & Co
New York
$8.73M
NRI
118
NFP Retirement Inc
California
$8.71M
KP
119
Kitching Partners
Pennsylvania
$8.5M
FTWA
120
Fifth Third Wealth Advisors
Ohio
$8.42M
SB
121
Simmons Bank
Arkansas
$8.25M
WFA
122
Wellspring Financial Advisors
Ohio
$8.24M
MA
123
MONECO Advisors
Connecticut
$8.18M
CC
124
Corsicana & Co
Texas
$8.12M
MMA
125
Miracle Mile Advisors
California
$7.84M