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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
Lido Advisors
151
Lido Advisors
California
$6.01M
KWA
152
Kingswood Wealth Advisors
California
$5.88M
PIA
153
Perennial Investment Advisors
California
$5.87M
TPW
154
TL Private Wealth
Texas
$5.79M
MAWCM
155
Mine & Arao Wealth Creation & Management
California
$5.74M
HFRG
156
Houlihan Financial Resource Group
Virginia
$5.64M
EFS
157
Essex Financial Services
Connecticut
$5.6M
CFG
158
Citizens Financial Group
Rhode Island
$5.53M
SS
159
Sunbelt Securities
Texas
$5.51M
FHC
160
First Horizon Corporation
Tennessee
$5.44M
FHA
161
Flagship Harbor Advisors
Massachusetts
$5.36M
TPWM
162
Torrey-Payne Wealth Management
California
$5.34M
SMFG
163
Sumitomo Mitsui Financial Group
Japan
$5.29M
WT
164
Whittier Trust
California
$5.24M
WIM
165
Westside Investment Management
California
$5.22M
RFC
166
Regions Financial Corp
Alabama
$5.21M
BBHC
167
Brown Brothers Harriman & Co
New York
$5.2M
AAS
168
Ameritas Advisory Services
Nebraska
$5.07M
TWC
169
TD Waterhouse Canada
Ontario, Canada
$5.04M
SWM
170
Shrier Wealth Management
California
$5.04M
SL
171
Salomon & Ludwin
Virginia
$4.97M
SF
172
Strategent Financial
Virginia
$4.94M
ST
173
Smithfield Trust
Pennsylvania
$4.93M
KPWS
174
Kestra Private Wealth Services
Texas
$4.89M
PWW
175
Pettyjohn Wood & White
Virginia
$4.78M