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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
LA
251
Lynch & Associates
Indiana
$9.13M
M&T Bank
252
M&T Bank
New York
$9.12M
B
253
Bensler
Washington
$9.07M
IFG
254
Independent Financial Group
California
$8.92M
MW
255
Members Wealth
Pennsylvania
$8.73M
PWM
256
Parkway Wealth Management
Texas
$8.69M
Lido Advisors
257
Lido Advisors
California
$8.65M
KFI
258
Key Financial Inc
Pennsylvania
$8.6M
QC
259
Quent Capital
New York
$8.55M
IP
260
Ignite Planners
California
$8.53M
SWA
261
SOA Wealth Advisors
New York
$8.45M
SSW
262
Stone Summit Wealth
Florida
$8.42M
CWG
263
Cornerstone Wealth Group
North Carolina
$8.13M
CWMS
264
Cannon Wealth Management Services
North Carolina
$8.08M
CWA
265
Centennial Wealth Advisory
Michigan
$8.07M
1WM
266
1900 Wealth Management
Texas
$8.01M
RMS
267
Retirement Management Systems
Maryland
$7.99M
DWM
268
Denver Wealth Management
Colorado
$7.86M
AFTS
269
American Financial & Tax Strategies
New York
$7.85M
SAI
270
Savvy Advisors Inc
New York
$7.84M
TIAA Trust, National Association
271
TIAA Trust, National Association
North Carolina
$7.83M
GCA
272
Greenwood Capital Associates
South Carolina
$7.78M
TC
273
Trilogy Capital
California
$7.76M
GFG
274
Goldstone Financial Group
Illinois
$7.47M
LWP
275
Laurel Wealth Planning
Minnesota
$7.43M