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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
15.17%
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
BWM
1251
BCS Wealth Management
Tennessee
-$308K -2,214 Closed
FFS
1252
Founders Financial Securities
Maryland
-$273K -1,963 Closed
CFO
1253
Collective Family Office
Pennsylvania
-$271K -1,948 Closed
CPWL
1254
Coquina Private Wealth LLC
Florida
-$269K -1,933 Closed
FTUS
1255
Flow Traders U.S.
New York
-$261K -1,874 Closed
LWM
1256
LongView Wealth Management
Georgia
-$268K -1,862 Closed
AF
1257
Arrow Financial
New York
-$229K -1,642 Closed
SIA
1258
Stegner Investment Associates
Kentucky
-$226K -1,622 Closed
PSCM
1259
Per Stirling Capital Management
Texas
-$221K -1,588 Closed
GS
1260
GTS Securities
New York
-$220K -1,581 Closed
DWM
1261
DeLarme Wealth Management
California
-$211K -1,518 Closed
GWAG
1262
Garrett Wealth Advisory Group
Texas
-$210K -1,513 Closed
MWM
1263
Marion Wealth Management
Pennsylvania
-$220K -1,499 Closed
WMWM
1264
Whitaker-Myers Wealth Managers
Ohio
-$205K -1,475 Closed
SCM
1265
SOL Capital Management
Maryland
-$202K -1,450 Closed
IIM
1266
IFC & Insurance Marketing
California
-$96K -686 Closed
VWWMG
1267
Vermillion & White Wealth Management Group
Pennsylvania
-$81.7K -587 Closed
IWM
1268
Inlight Wealth Management
Georgia
-$77.8K -559 Closed
TFM
1269
TFC Financial Management
Massachusetts
-$51.9K -373 Closed
KBFS
1270
Kohmann Bosshard Financial Services
Ohio
-$41.7K -300 Closed
GAFA
1271
Garton & Associates Financial Advisors
Kentucky
-$35.5K -255 Closed
TSMHT
1272
Thurston Springer Miller Herd & Titak
Indiana
-$33.7K -242 Closed
IIL
1273
Insight Inv LLC
California
-$28K -201 Closed
EPIMS
1274
Evelyn Partners Investment Management Services
-$27.8K -200 Closed
FFL
1275
Financial Freedom LLC
Ohio
-$23K -165 Closed