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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
AWA
151
Arkadios Wealth Advisors
Georgia
$6.09M
SDAM
152
Shulman DeMeo Asset Management
New York
$6.03M
Lido Advisors
153
Lido Advisors
California
$6.01M
KWA
154
Kingswood Wealth Advisors
California
$5.88M
PIA
155
Perennial Investment Advisors
California
$5.87M
TPW
156
TL Private Wealth
Texas
$5.79M
MAWCM
157
Mine & Arao Wealth Creation & Management
California
$5.74M
HFRG
158
Houlihan Financial Resource Group
Virginia
$5.64M
EFS
159
Essex Financial Services
Connecticut
$5.6M
CFG
160
Citizens Financial Group
Rhode Island
$5.53M
SS
161
Sunbelt Securities
Texas
$5.51M
FHC
162
First Horizon Corporation
Tennessee
$5.44M
FHA
163
Flagship Harbor Advisors
Massachusetts
$5.36M
TPWM
164
Torrey-Payne Wealth Management
California
$5.34M
SMFG
165
Sumitomo Mitsui Financial Group
Japan
$5.29M
WT
166
Whittier Trust
California
$5.24M
WIM
167
Westside Investment Management
California
$5.22M
RFC
168
Regions Financial Corp
Alabama
$5.21M
BBHC
169
Brown Brothers Harriman & Co
New York
$5.2M
AAS
170
Ameritas Advisory Services
Nebraska
$5.07M
TWC
171
TD Waterhouse Canada
Ontario, Canada
$5.04M
SWM
172
Shrier Wealth Management
California
$5.04M
SL
173
Salomon & Ludwin
Virginia
$4.97M
SF
174
Strategent Financial
Virginia
$4.94M
ST
175
Smithfield Trust
Pennsylvania
$4.93M