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State Street SPDR S&P Dividend ETF

1,232 hedge funds and large institutions have $9.27B invested in State Street SPDR S&P Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 356 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 51

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $9.15B → $9.27B (+$122M)

0% less funds holding

Funds holding: 1,2341,232 (-2)

1.08% less ownership

Funds ownership: 45.89%44.81% (-1.1%)

12% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $13.2M

19% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 441

Holders
1,232
Holders Change
-2
Holders Change %
-0.16%
% of All Funds
15.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.47%
New
85
Increased
356
Reduced
441
Closed
51
Calls
$11.6M
Puts
$13.2M
Net Calls
-$1.61M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.07B +$5.48M +36,785 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$708M +$1.36M +9,145 +0.2%
Raymond James Financial
3
Raymond James Financial
Florida
$447M -$4.63M -31,099 -1%
LPL Financial
4
LPL Financial
California
$438M -$4.6M -30,870 -1%
JIC
5
Joel Isaacson & Co
New York
$415M +$8.73M +58,593 +2%
Wells Fargo
6
Wells Fargo
California
$321M +$18.4M +123,244 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$295M -$18.2M -122,214 -6%
UBS Group
8
UBS Group
Switzerland
$244M -$5.89M -39,506 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$202M -$3.77M -25,286 -2%
Ameriprise
10
Ameriprise
Minnesota
$197M -$30.2M -202,576 -13%
RBA
11
Richard Bernstein Advisors
New York
$166M +$18M +120,778 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$161M +$3.56M +23,888 +2%
MCM
13
MAI Capital Management
Ohio
$145M +$29.9M +200,540 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$136M -$3.62M -24,271 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$131M -$5.64M -37,824 -4%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$114M +$1.68M +11,243 +1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$108M -$8.54M -57,283 -7%
Truist Financial
18
Truist Financial
North Carolina
$104M -$4.18M -28,043 -4%
DWM
19
Destination Wealth Management
California
$91.9M -$3.62M -24,323 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$83.6M -$4.85M -32,571 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$75.1M +$5.58M +37,435 +8%
CIA
22
Capital Investment Advisors
Georgia
$72.2M -$1.12M -7,525 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$70.3M +$4.33M +29,084 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$69.9M -$410K -2,754 -0.6%
Stifel Financial
25
Stifel Financial
Missouri
$68M -$1.81M -12,124 -3%