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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
AG
326
Ascent Group
Virginia
$1.91M
VH
327
Visionary Horizons
Tennessee
$1.9M
AI
328
Atria Investments
North Carolina
$1.88M
VA
329
Valmark Advisers
Ohio
$1.86M
MBTD
330
Mechanics Bank - Trust Department
California
$1.86M
TPWA
331
TRUE Private Wealth Advisors
Oregon
$1.86M
HTC
332
Haverford Trust Company
Pennsylvania
$1.82M
IAN
333
Integrated Advisors Network
Texas
$1.82M
CMP
334
Coston McIsaac & Partners
Maine
$1.81M
CW
335
Cooksen Wealth
Texas
$1.81M
USB
336
Union Savings Bank
Connecticut
$1.8M
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$1.8M
HCM
338
Hollencrest Capital Management
California
$1.79M
BFG
339
Bouchey Financial Group
New York
$1.78M
OIA
340
OneDigital Investment Advisors
Kansas
$1.78M
PS
341
Principal Securities
Iowa
$1.77M
DW30
342
Drucker Wealth 3.0
New Jersey
$1.77M
SW
343
Simplicity Wealth
New Jersey
$1.75M
GT
344
GreatBanc Trust
Illinois
$1.75M
FFP
345
Forbes Financial Planning
Rhode Island
$1.71M
R
346
Rebalance
California
$1.7M
VNT
347
Vanguard National Trust
Pennsylvania
$1.7M
BO
348
Bank OZK
Arkansas
$1.68M
RWMG
349
Redwood Wealth Management Group
New Jersey
$1.67M
WPC
350
White Pine Capital
Minnesota
$1.66M