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State Street SPDR Portfolio S&P 500 Value ETF

1,165 hedge funds and large institutions have $26.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 466 increasing their positions, 416 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
171
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.64M
Puts
$1.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
226
Laurel Oak Wealth Management
New Jersey
$11.3M
Mirae Asset Global Investments
227
Mirae Asset Global Investments
South Korea
$11.3M
MFG
228
Merit Financial Group
Georgia
$11.3M
BWM
229
BCS Wealth Management
Tennessee
$11.2M
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$11M
FF
231
Foronjy Financial
California
$10.7M
NWA
232
Northwest Wealth Advisors
Washington
$10.5M
FGAM
233
Financial Gravity Asset Management
Texas
$10.5M
BFG
234
Buttonwood Financial Group
Missouri
$10.5M
WA
235
Walsh & Associates
Florida
$10.4M
FFA
236
Farther Finance Advisors
California
$10.4M
Franklin Resources
237
Franklin Resources
California
$10.2M
CAM
238
Cresset Asset Management
Illinois
$10.2M
MFS
239
Madrid Financial Services
California
$10.1M
OHIS
240
Oak Harvest Investment Services
Texas
$10.1M
PC
241
Pecaut & Co
Iowa
$10M
P
242
&Partners
Tennessee
$9.94M
SCP
243
Stevens Capital Partners
Nebraska
$9.77M
AI
244
Auour Investments
Massachusetts
$9.43M
FNWM
245
Financial Network Wealth Management
Utah
$9.41M
FMP
246
Financial Management Professionals
Texas
$9.27M
BLWM
247
Bucket List Wealth Management
Florida
$9.25M
CFD
248
Creative Financial Designs
Indiana
$9.2M
UFA
249
Uptown Financial Advisors
Texas
$9.16M
NC
250
NewSquare Capital
Pennsylvania
$9.13M