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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
BPA
126
Beacon Pointe Advisors
California
$7.8M
PPWM
127
Premier Private Wealth Management
Florida
$7.7M
CPA
128
Capital Performance Advisors
California
$7.68M
CWM
129
Cornerstone Wealth Management
Missouri
$7.65M
KIA
130
Koenig Investment Advisory
Oregon
$7.62M
WANY
131
Wealthspire Advisors (New York)
New York
$7.55M
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$7.46M
SWP
133
Stratos Wealth Partners
Ohio
$7.44M
WIC
134
Whitegate Investment Counselors
New Hampshire
$7.38M
AF
135
Allworth Financial
California
$7.34M
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$7.29M
Franklin Resources
137
Franklin Resources
California
$7.24M
PFPG
138
Pinnacle Financial Partners (Georgia)
Georgia
$7.22M
AWM
139
Aries Wealth Management
Maine
$7.07M
IC
140
IEQ Capital
California
$7.03M
AGC
141
Aspen Grove Capital
Colorado
$7M
PWG
142
Private Wealth Group
Florida
$6.97M
MWA
143
Meridian Wealth Advisors
Texas
$6.95M
CAM
144
Cresset Asset Management
Illinois
$6.83M
MWM
145
Mission Wealth Management
California
$6.8M
MFG
146
Merit Financial Group
Georgia
$6.68M
CA
147
Cornerstone Advisory
Maryland
$6.45M
CC
148
Climber Capital
Switzerland
$6.3M
AMM
149
American Money Management
California
$6.24M
WTC
150
WhitTier Trust Company
Nevada
$6.14M