State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
SPDG
8 hedge funds and large institutions have $5.13M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1.58% more ownership
Funds ownership: 44.04% → 45.62% (+1.6%)
2% more capital invested
Capital invested by funds: $5.03M → $5.13M (+$105K)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOM
Bank of Marin
Novato,
California
|
+$125K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$61.7K |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
-$39.1K |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$39.1K |
| 4 |
MF
Meridian Financial
Holliston,
Massachusetts
|
-$17.2K |
| 5 |
Morgan Stanley
New York
|
-$49 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Concord Wealth Partners
Abingdon,
Virginia
| $1.21M | -$39.1K | -911 | -3% |
|
|
CAMV
2
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $1.18M | -$39.1K | -911 | -3% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.01M | +$26K | +606 | +3% |
|
|
BOM
4
Bank of Marin
Novato,
California
| $880K | +$125K | +2,911 | +16% |
|
|
MF
5
Meridian Financial
Holliston,
Massachusetts
| $477K | -$17.2K | -402 | -3% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $371K | -$61.7K | -1,439 | -14% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $8.34K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4.17K | – | – | – |
|
|
9
Morgan Stanley
New York
| – | -$49 | -1 | Closed |
|
SPDG Hedge Fund Activity: Q1 2026 in Review
8 of the 8,161 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q1 2026, worth a combined $5.13M — up 2.1% from $5.03M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SPDG and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Bank of Marin, adding an estimated $125K. The largest seller was Susquehanna International Group, cutting an estimated $61.7K.
- 8 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q1 2026, down from 9 in Q4 2025.
- Funds reported $5.13M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q1 2026, up 2.1% quarter-over-quarter.
- 0 funds opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q1 2026 was Bank of Marin, an estimated $125K added.
- The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF seller in Q1 2026 was Susquehanna International Group, an estimated $61.7K sold.
Based on aggregated 13F filings for Q1 2026.