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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

67% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 51

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

1% more capital invested

Capital invested by funds: $9.15B → $9.27B (+$122M)

0% less funds holding

Funds holding: 1,2341,232 (-2)

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
-2
Holders Change %
-0.16%
% of All Funds
15.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.47%
New
85
Increased
356
Reduced
441
Closed
51
Calls
$11.6M
Puts
$13.2M
Net Calls
-$1.61M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
76
Prosperity Consulting Group
Maryland
$14.2M -$118K -790 -0.8%
SWMG
77
Sard Wealth Management Group
Georgia
$14M +$38K +255 +0.3%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$14M -$336K -2,254 -2%
SA
79
Sanctuary Advisors
Indiana
$13.8M +$478K +3,206 +4%
CFS
80
CRA Financial Services
New Jersey
$13.7M -$833K -5,593 -6%
US Bancorp
81
US Bancorp
Minnesota
$13.5M -$178K -1,194 -1%
KIA
82
KCM Investment Advisors
California
$13.5M +$7.6K +51 +0.1%
MCA
83
MSH Capital Advisors
Arizona
$13.4M +$1.15M +7,730 +9%
FEG
84
Fund Evaluation Group
Ohio
$13.1M +$13.3M +89,489 New
HWM
85
HB Wealth Management
Georgia
$13M -$25.3K -170 -0.2%
P
86
&Partners
Tennessee
$12.8M -$3.2M -21,503 -20%
TWC
87
TD Waterhouse Canada
Ontario, Canada
$12.7M +$7.61M +51,053 +141%
SC
88
Savant Capital
Illinois
$12.7M +$929K +6,233 +8%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$12.5M -$2.67M -17,948 -17%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$12.5M +$402K +2,700 +3%
M&T Bank
91
M&T Bank
New York
$12.4M -$539K -3,617 -4%
WB
92
WesBanco Bank
West Virginia
$12.1M -$267K -1,793 -2%
William Blair & Company
93
William Blair & Company
Illinois
$12.1M +$827K +5,551 +7%
HCP
94
Holt Capital Partners
Texas
$12M -$697K -4,675 -5%
NB
95
NBT Bank
New York
$12M -$55.9K -375 -0.5%
TPCW
96
TD Private Client Wealth
New York
$11.7M -$424K -2,843 -3%
WIA
97
World Investment Advisors
California
$11.6M -$95.8K -643 -0.8%
IWM
98
IHT Wealth Management
Illinois
$11.4M +$135K +907 +1%
Northern Trust
99
Northern Trust
Illinois
$11.4M -$484K -3,250 -4%
SRC
100
Sage Rhino Capital
California
$11.3M -$168K -1,126 -1%