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State Street SPDR S&P Dividend ETF

1,232 hedge funds and large institutions have $9.27B invested in State Street SPDR S&P Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 356 increasing their positions, 441 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:

1.08% less ownership

Funds ownership: 45.89%44.81% (-1.1%)

12% less call options, than puts

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

19% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 441

Holders
1,232
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
MPCG
676
Matrix Private Capital Group
New York
$483K
SW
677
SkyOak Wealth
Michigan
$483K
FNT
678
First National Trust
Pennsylvania
$482K
SAM
679
Smartleaf Asset Management
Massachusetts
$481K
KF
680
Krilogy Financial
Missouri
$481K
SAM
681
Sawgrass Asset Management
Florida
$480K
YIA
682
YHB Investment Advisors
Connecticut
$479K
GWP
683
Gateway Wealth Partners
Wisconsin
$479K
BWP
684
BSW Wealth Partners
Colorado
$478K
MCM
685
M1 Capital Management
Michigan
$476K
QWM
686
Quadcap Wealth Management
Texas
$476K
VAF
687
Values Added Financial
District of Columbia
$475K
PWP
688
Perfromance Wealth Partners
Illinois
$474K
CWMK
689
Caliber Wealth Management (Kansas)
Kansas
$474K
BWP
690
Baldwin Wealth Partners
Massachusetts
$471K
PMG
691
Private Management Group
California
$467K
CFB
692
Cullen/Frost Bankers
Texas
$467K
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$461K
AC
694
AlphaCore Capital
California
$461K
LAM
695
Lakewood Asset Management
Illinois
$461K
FFO
696
Fortitude Family Office
Arizona
$460K
FFO
697
Fiduciary Family Office
Florida
$460K
SHWM
698
Smith & Howard Wealth Management
Georgia
$458K
PCM
699
Payne Capital Management
New York
$458K
SAM
700
Secure Asset Management
Michigan
$457K