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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
LI
1101
Louisbourg Investments
New Brunswick, Canada
$73K
VWA
1102
VSM Wealth Advisory
Maryland
$72.2K
SIM
1103
Synergy Investment Management
Florida
$71.3K
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$70.5K
CT
1105
Clearstead Trust
Maine
$69.3K
TIAA Trust, National Association
1106
TIAA Trust, National Association
North Carolina
$61K
CTC
1107
Cetera Trust Company
Minnesota
$60.4K
KCM
1108
Key Capital Management
Tennessee
$60K
FP
1109
Financial Perspectives
Minnesota
$59.2K
EWM
1110
Evolution Wealth Management
Florida
$59K
FLP
1111
Financial Life Planners
Arizona
$58.8K
DI
1112
DAGCO Inc
Ohio
$58.4K
EB
1113
Eastern Bank
Massachusetts
$55.7K
JFG
1114
JDM Financial Group
Texas
$54.2K
WT
1115
WHI Trust
Illinois
$54.1K
BWL
1116
Bogart Wealth LLC
Virginia
$54K
CICI
1117
Capital Investment Counsel Inc
North Carolina
$54K
EA
1118
Evergreen Advisors
Tennessee
$53.4K
CSB
1119
City State Bank
Iowa
$52.2K
UFPG
1120
United Financial Planning Group
New York
$51.8K
MFA
1121
Morling Financial Advisors
California
$51.5K
EWM
1122
Evermay Wealth Management
Virginia
$51.4K
KG
1123
Kilter Group
New York
$51.1K
BFS
1124
Bare Financial Services
Pennsylvania
$49.9K
NRG
1125
Nemes Rush Group
Michigan
$49.2K