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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
WP
1026
WealthShield Partners
North Carolina
$195K
OFG
1027
Oxford Financial Group
Indiana
$190K
HB
1028
Horizon Bancorp
Indiana
$188K
LIA
1029
Luken Investment Analytics
Tennessee
$188K
BA
1030
Ballast Advisors
Minnesota
$185K
UCB
1031
United Community Bank
South Carolina
$182K
JAWA
1032
John A. Wolfe & Associates
Michigan
$181K
HC
1033
Hurley Capital
New York
$180K
OHWP
1034
Oak Harbor Wealth Partners
North Carolina
$177K
NF
1035
Napier Financial
Massachusetts
$173K
CA
1036
CoreCap Advisors
Michigan
$172K
GWANC
1037
Guardian Wealth Advisors (North Carolina)
North Carolina
$166K
RFP
1038
Root Financial Partners
California
$166K
MWA
1039
Medallion Wealth Advisors
Connecticut
$159K
FFA
1040
Founders Financial Alliance
North Carolina
$158K
CWM
1041
Consultiva Wealth Management
Puerto Rico
$157K
SOS
1042
Silver Oak Securities
Tennessee
$153K
CAM
1043
Costello Asset Management
Pennsylvania
$151K
SA
1044
Seneschal Advisors
Washington
$146K
MFC
1045
Mechanics Financial Corp
Ohio
$146K
TWM
1046
Topsail Wealth Management
North Carolina
$146K
OCM
1047
Osbon Capital Management
Massachusetts
$146K
OA
1048
Operose Advisors
Wisconsin
$145K
APW
1049
Aventura Private Wealth
Florida
$144K
IRAG
1050
Investment Research & Advisory Group
Georgia
$143K