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State Street SPDR S&P Dividend ETF

1,219 hedge funds and large institutions have $9.26B invested in State Street SPDR S&P Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 354 increasing their positions, 434 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

1.14% less ownership

Funds ownership: 45.88%44.75% (-1.1%)

12% less call options, than puts

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

18% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 434

Holders
1,219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.6M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
276
Southern Michigan Bank & Trust
Michigan
$2.52M
BAM
277
Belpointe Asset Management
Nevada
$2.52M
WA
278
WESPAC Advisors
California
$2.52M
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$2.48M
EWS
280
Evergreen Wealth Solutions
Pennsylvania
$2.47M
AWE
281
Avidian Wealth Enterprises
Texas
$2.46M
AWM
282
Axxcess Wealth Management
California
$2.46M
SF
283
Summit Financial
New Jersey
$2.43M
PCA
284
Purkiss Capital Advisors
Connecticut
$2.41M
OAM
285
Occidental Asset Management
California
$2.37M
MMPW
286
Mitchell McLeod Pugh & Williams
Alabama
$2.35M
MA
287
Mutual Advisors
Nebraska
$2.28M
IFG
288
Independent Financial Group
California
$2.27M
FWCM
289
Ferguson Wellman Capital Management
Oregon
$2.27M
IP
290
Investment Partners
Ohio
$2.26M
First Trust Advisors
291
First Trust Advisors
Illinois
$2.26M
TFS
292
truNorth Financial Services
Pennsylvania
$2.25M
Natixis Advisors
293
Natixis Advisors
Massachusetts
$2.24M
PP
294
PDS Planning
Ohio
$2.22M
ES
295
Eagle Strategies
New York
$2.2M
EIG
296
Ellenbecker Investment Group
Wisconsin
$2.19M
LOIM
297
Liberty One Investment Management
Illinois
$2.19M
AL
298
Aspiriant LLC
California
$2.17M
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$2.16M
RIA
300
Retirement Investment Advisors
Oklahoma
$2.16M