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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
BPWM
201
Badgley Phelps Wealth Managers
Washington
$3.92M
VWM
202
Valley Wealth Managers
New Jersey
$3.91M
CPIG
203
Chicago Partners Investment Group
Illinois
$3.87M
BWFA
204
Baltimore-Washington Financial Advisors
Maryland
$3.87M
1832 Asset Management
205
1832 Asset Management
Ontario, Canada
$3.8M
DC
206
Davenport & Co
Virginia
$3.76M
LFG
207
Larson Financial Group
Missouri
$3.73M
SFG
208
Shum Financial Group
California
$3.69M
MF
209
Meridian Financial
Massachusetts
$3.66M
WA
210
Waverly Advisors
Alabama
$3.63M
AQR Capital Management
211
AQR Capital Management
Connecticut
$3.6M
CNBT
212
Canandaigua National Bank & Trust
New York
$3.6M
AMG
213
Asset Management Group
Connecticut
$3.56M
CIA
214
Concurrent Investment Advisors
Florida
$3.56M
CTC
215
Central Trust Company
Missouri
$3.56M
FPH
216
Financial Planning Hawaii
Hawaii
$3.49M
FCH
217
Freestone Capital Holdings
Washington
$3.47M
PCIA
218
Prime Capital Investment Advisors
Kansas
$3.45M
SCA
219
Snowden Capital Advisors
New York
$3.43M
IBOK
220
Independence Bank of Kentucky
Kentucky
$3.41M
DBIA
221
Dumont & Blake Investment Advisors
New Jersey
$3.39M
DADC
222
D.A. Davidson & Co
Montana
$3.38M
JWCA
223
J.W. Cole Advisors
Florida
$3.38M
ASN
224
Advisory Services Network
Georgia
$3.32M
Citigroup
225
Citigroup
New York
$3.31M