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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
TIM
876
Thompson Investment Management
Wisconsin
$292K
TIA
877
Traphagen Investment Advisors
New Jersey
$292K
PL
878
Plancorp LLC
Missouri
$291K
JIR
879
James Investment Research
Ohio
$290K
CT
880
Caldwell Trust
Florida
$288K
HIA
881
HTG Investment Advisors
Connecticut
$288K
LKBC
882
L.K. Benson & Company
Maryland
$287K
HCM
883
Hall Capital Management
Rhode Island
$285K
WMWM
884
Wilkins Miller Wealth Management
Alabama
$285K
CSIC
885
Clifford Swan Investment Counsel
California
$284K
FLI
886
Family Legacy Inc
South Carolina
$283K
SWA
887
Sax Wealth Advisors
New Jersey
$283K
CWM
888
Core Wealth Management
Florida
$283K
SPWM
889
Straight Path Wealth Management
Michigan
$282K
CBTWT
890
Community Bank & Trust (Waco, Texas)
Texas
$280K
SWP
891
Summit Wealth Partners
Florida
$278K
FF
892
Friday Financial
Iowa
$278K
BA
893
Baugh & Associates
Georgia
$277K
FAM
894
Formidable Asset Management
Ohio
$277K
PPA
895
Pacific Point Advisors
California
$277K
WF
896
WoodTrust Financial
Wisconsin
$276K
TWM
897
Thrive Wealth Management
Pennsylvania
$275K
PWMG
898
Pinnacle Wealth Management Group
Michigan
$275K
CHC
899
City Holding Co
West Virginia
$275K
ESB
900
Essex Savings Bank
Connecticut
$274K