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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
CAG
626
Csenge Advisory Group
Florida
$574K
PFP
627
Paragon Financial Partners
California
$569K
MTIC
628
Missouri Trust & Investment Company
Missouri
$569K
MA
629
MCF Advisors
Kentucky
$566K
PTC
630
Private Trust Company
Ohio
$565K
PP
631
Patron Partners
Texas
$555K
KFA
632
Kapstone Financial Advisors
Ohio
$555K
JCM
633
Jacobi Capital Management
Pennsylvania
$555K
SWM
634
SeaCrest Wealth Management
New York
$552K
MAA
635
Matrix Asset Advisors
New York
$552K
NHT
636
New Hampshire Trust
New Hampshire
$551K
VFA
637
Valeo Financial Advisors
Indiana
$550K
MFA
638
Mayflower Financial Advisors
Massachusetts
$550K
MWM
639
Modera Wealth Management
New Jersey
$549K
TCM
640
TruNorth Capital Management
Michigan
$549K
LI
641
LRI Investments
Florida
$546K
AC
642
Apella Capital
Connecticut
$545K
LIA
643
LS Investment Advisors
Michigan
$541K
WPA
644
West Paces Advisors
Georgia
$540K
RA
645
Rodgers & Associates
Pennsylvania
$540K
MAG
646
M3 Advisory Group
Massachusetts
$539K
UWPG
647
Ullmann Wealth Partners Group
Florida
$538K
TAM
648
Tocqueville Asset Management
New York
$538K
CCMG
649
Clark Capital Management Group
Pennsylvania
$537K
GPW
650
Genesis Private Wealth
Virginia
$535K