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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
KPWS
176
Kestra Private Wealth Services
Texas
$4.89M
PWW
177
Pettyjohn Wood & White
Virginia
$4.78M
VAS
178
Vestmark Advisory Solutions
Massachusetts
$4.76M
EWA
179
EP Wealth Advisors
California
$4.75M
SP
180
Stablepoint Partners
Massachusetts
$4.59M
NCM
181
Neumann Capital Management
California
$4.55M
FGWP
182
Founders Grove Wealth Partners
Virginia
$4.54M
JWWM
183
Johnson & White Wealth Management
Pennsylvania
$4.46M
FCM
184
Firestone Capital Management
Florida
$4.46M
1IA
185
1834 Investment Advisors
Wisconsin
$4.45M
BW
186
Bravera Wealth
North Dakota
$4.44M
JIC
187
Johnson Investment Counsel
Ohio
$4.42M
MYIA
188
Mount Yale Investment Advisors
Colorado
$4.4M
MOS
189
MGO One Seven
Ohio
$4.27M
BlackRock
190
BlackRock
New York
$4.23M
MWP
191
MYCIO Wealth Partners
Pennsylvania
$4.22M
NP
192
NorthRock Partners
Minnesota
$4.2M
SWP
193
Sagespring Wealth Partners
Tennessee
$4.18M
CST
194
Charles Schwab Trust
Nevada
$4.17M
Citadel Advisors
195
Citadel Advisors
Florida
$4.11M
PFS
196
Prospera Financial Services
Texas
$4.1M
Deutsche Bank
197
Deutsche Bank
Germany
$4.1M
LAM
198
Lewis Asset Management
California
$4.09M
AT
199
American Trust
Kentucky
$4.05M
LF
200
LifeSteps Financial
California
$4.04M