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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
CPP
1251
Capasso Planning Partners
South Carolina
BFA
1252
Beacon Financial Advisory
Ohio
RA
1253
Riverstone Advisors
Texas
HC
1254
Headland Capital
South Carolina
EP
1255
EPIQ Partners
Minnesota
OGF
1256
Orin Green Financial
California
Barclays
1257
Barclays
United Kingdom
TCG
1258
Transcendent Capital Group
Oklahoma
BCP
1259
Berkeley Capital Partners
Georgia
HFS
1260
Hopwood Financial Services
Virginia
BCM
1261
Boreal Capital Management
Florida
NC
1262
North Capital
Utah
TIM
1263
Tortoise Investment Management
New York
SFC
1264
SYM Financial Corp
Indiana
GFWA
1265
Grey Fox Wealth Advisors
Delaware
JWM
1266
JPL Wealth Management
Colorado
TCM
1267
Tradewinds Capital Management
Washington
FLP
1268
Financial Life Planners
Arizona
MSG
1269
Main Street Group
Virginia
KWM
1270
Kiker Wealth Management
Georgia
PCM
1271
Perritt Capital Management
Illinois
RWM
1272
RMG Wealth Management
Wisconsin
IF
1273
Integrity Financial
Wyoming
RDFA
1274
Ritter Daniher Financial Advisory
Ohio
FLFS
1275
Family Legacy Financial Solutions
North Carolina