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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$11.2M -$141K -945 -1%
GT
102
Greenleaf Trust
Michigan
$10.6M +$46.5K +312 +0.4%
EPIME
103
Evelyn Partners Investment Management (Europe)
$10.5M -$299K -2,010 -3%
CI
104
CX Institutional
Indiana
$10.5M -$136K -913 -1%
NRI
105
NFP Retirement Inc
California
$10.4M +$1.32M +8,867 +14%
VAG
106
VisionPoint Advisory Group
Texas
$10.4M +$6.32M +42,410 +146%
Corient Private Wealth
107
Corient Private Wealth
Florida
$10.4M -$18.3M -122,604 -62%
Brown Advisory
108
Brown Advisory
Maryland
$10.3M +$454K +3,046 +4%
DWP
109
Destiny Wealth Partners
Florida
$10.1M -$31K -208 -0.3%
CIM
110
Confluence Investment Management
Missouri
$10M -$94.2K -632 -0.9%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.59M -$53.9K -362 -0.5%
KP
112
Kitching Partners
Pennsylvania
$9.52M +$614K +4,120 +7%
AllianceBernstein
113
AllianceBernstein
Tennessee
$9.5M +$475K +3,190 +5%
OC
114
Oppenheimer & Co
New York
$9.46M +$309K +2,077 +3%
PWP
115
Precedent Wealth Partners
Texas
$9.28M -$1.21M -8,150 -11%
NA
116
NewEdge Advisors
Louisiana
$9.04M -$2.35M -15,745 -20%
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$8.92M -$80.6K -541 -0.9%
AP
118
Americana Partners
Texas
$8.85M -$4.23M -28,398 -32%
SB
119
Simmons Bank
Arkansas
$8.62M -$32.9K -221 -0.4%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$8.53M -$1.56M -10,496 -15%
MWA
121
Meridian Wealth Advisors
Texas
$8.49M +$1.22M +8,208 +16%
FTWA
122
Fifth Third Wealth Advisors
Ohio
$8.41M -$429K -2,877 -5%
MA
123
MONECO Advisors
Connecticut
$8.36M -$220K -1,476 -3%
WFA
124
Wellspring Financial Advisors
Ohio
$8.06M -$590K -3,959 -7%
CPA
125
Capital Performance Advisors
California
$8.05M -$4.02K -27 -0%