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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
UCFA
51
United Capital Financial Advisors
Texas
$25.8M
JGIA
52
Jackson Grant Investment Advisers
Connecticut
$25.6M
HNB
53
Huntington National Bank
Ohio
$25.1M
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$23.3M
RPWA
55
Regent Peak Wealth Advisors
Georgia
$22.2M
BCI
56
Brinker Capital Investments
Pennsylvania
$22M
SC
57
Scotia Capital
Ontario, Canada
$22M
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$21.3M
CAL
59
Capital Advisors Ltd
Ohio
$21.2M
EH
60
Equitable Holdings
New York
$20.1M
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$19.1M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$18.6M
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$18.3M
TM
64
TigerOak Management
New Mexico
$18.1M
BWFA
65
Baltimore-Washington Financial Advisors
Maryland
$17.9M
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$16.8M
PAG
67
Private Advisor Group
New Jersey
$16.6M
MT
68
Midwest Trust
Kansas
$16.2M
MFIM
69
Mesirow Financial Investment Management
Illinois
$16.1M
UB
70
UMB Bank
Missouri
$15.9M
BF
71
BOK Financial
Oklahoma
$15.7M
ABC
72
Associated Banc-Corp
Wisconsin
$15.6M
HSWM
73
Hubbell Strickland Wealth Management
Louisiana
$15.5M
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$14.7M
Cerity Partners
75
Cerity Partners
New York
$14.5M