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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$11.2M
GT
102
Greenleaf Trust
Michigan
$10.6M
EPIME
103
Evelyn Partners Investment Management (Europe)
$10.5M
CI
104
CX Institutional
Indiana
$10.5M
NRI
105
NFP Retirement Inc
California
$10.4M
VAG
106
VisionPoint Advisory Group
Texas
$10.4M
Corient Private Wealth
107
Corient Private Wealth
Florida
$10.4M
Brown Advisory
108
Brown Advisory
Maryland
$10.3M
DWP
109
Destiny Wealth Partners
Florida
$10.1M
CIM
110
Confluence Investment Management
Missouri
$10M
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.59M
KP
112
Kitching Partners
Pennsylvania
$9.52M
AllianceBernstein
113
AllianceBernstein
Tennessee
$9.5M
OC
114
Oppenheimer & Co
New York
$9.46M
PWP
115
Precedent Wealth Partners
Texas
$9.28M
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$8.92M
AP
117
Americana Partners
Texas
$8.85M
SB
118
Simmons Bank
Arkansas
$8.62M
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$8.53M
MWA
120
Meridian Wealth Advisors
Texas
$8.49M
FTWA
121
Fifth Third Wealth Advisors
Ohio
$8.41M
MA
122
MONECO Advisors
Connecticut
$8.36M
WFA
123
Wellspring Financial Advisors
Ohio
$8.06M
CPA
124
Capital Performance Advisors
California
$8.05M
CC
125
Corsicana & Co
Texas
$8.01M