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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
CWM
451
Calamos Wealth Management
Illinois
$1.06M
Calamos Advisors
452
Calamos Advisors
Illinois
$1.06M
RPGK
453
Retirement Planning Group (Kansas)
Kansas
$1.05M
KeyBank National Association
454
KeyBank National Association
Ohio
$1.05M
CFMC
455
Curbstone Financial Management Corp
New Hampshire
$1.04M
CW
456
CreativeOne Wealth
Kansas
$1.04M
ANTB
457
AMG National Trust Bank
Colorado
$1.03M
FWM
458
Forza Wealth Management
Florida
$1.02M
MG
459
Mather Group
Illinois
$1.02M
MB
460
MidFirst Bank
Oklahoma
$1.02M
FA
461
Flagstar Advisors
New York
$1.02M
EWM
462
Empirical Wealth Management
Washington
$1.02M
AAG
463
Armstrong Advisory Group
Massachusetts
$1.01M
PA
464
Parallel Advisors
California
$1M
WCL
465
Wealth Care LLC
Florida
$1M
AIFAIM
466
American Institute for Advanced Investment Management
Arizona
$1,000K
RWB
467
RMR Wealth Builders
New Jersey
$996K
AC
468
Addison Capital
Pennsylvania
$988K
FFM
469
Forum Financial Management
Illinois
$981K
XT
470
XTX Topco
Cayman Islands
$980K
KOC
471
Koss-Olinger Consulting
Florida
$976K
KTC
472
Kentucky Trust Company
Kentucky
$974K
NG
473
Norden Group
Utah
$974K
MWM
474
Madrid Wealth Management
New Mexico
$972K
EW
475
Evoke Wealth
California
$960K