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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$67.2M
1SB
27
1ST Source Bank
Indiana
$65.7M
Creative Planning
28
Creative Planning
Kansas
$64.1M
ERWM
29
Elk River Wealth Management
Colorado
$61.7M
JSAM
30
J. Safra Asset Management
New York
$53.8M
MML Investors Services
31
MML Investors Services
Massachusetts
$51.4M
Goldman Sachs
32
Goldman Sachs
New York
$48M
Mariner
33
Mariner
Kansas
$44.4M
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$42.5M
MGIA
35
Moneta Group Investment Advisors
Missouri
$40.9M
CA
36
Clearstead Advisors
Ohio
$40.9M
MSA
37
Marino Stram & Associates
Massachusetts
$40.7M
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$39.1M
WFM
39
Wolff Financial Management
Michigan
$37.9M
LW
40
Linscomb Wealth
Texas
$37.5M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$37.2M
KAS
42
Kestra Advisory Services
Texas
$36.9M
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$32.7M
SPIA
44
Steward Partners Investment Advisory
New York
$31.6M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$30.6M
FAM
46
Flaharty Asset Management
Florida
$28.8M
BEI
47
Benjamin Edwards Inc
Missouri
$28.5M
KA
48
Klingman & Associates
New York
$27.6M
GLLW
49
Graves Light Lenhart Wealth
Virginia
$26.6M
NAS
50
NWF Advisory Services
California
$26M