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State Street SPDR Portfolio S&P 500 Value ETF

1,174 hedge funds and large institutions have $26.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 469 increasing their positions, 419 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
CFD
251
Creative Financial Designs
Indiana
$9.2M
UFA
252
Uptown Financial Advisors
Texas
$9.16M
NC
253
NewSquare Capital
Pennsylvania
$9.13M
LA
254
Lynch & Associates
Indiana
$9.13M
M&T Bank
255
M&T Bank
New York
$9.12M
B
256
Bensler
Washington
$9.07M
IFG
257
Independent Financial Group
California
$8.92M
MW
258
Members Wealth
Pennsylvania
$8.73M
PWM
259
Parkway Wealth Management
Texas
$8.69M
Lido Advisors
260
Lido Advisors
California
$8.65M
KFI
261
Key Financial Inc
Pennsylvania
$8.6M
QC
262
Quent Capital
New York
$8.55M
IP
263
Ignite Planners
California
$8.53M
SWA
264
SOA Wealth Advisors
New York
$8.45M
SSW
265
Stone Summit Wealth
Florida
$8.42M
CWG
266
Cornerstone Wealth Group
North Carolina
$8.13M
CWMS
267
Cannon Wealth Management Services
North Carolina
$8.08M
CWA
268
Centennial Wealth Advisory
Michigan
$8.07M
1WM
269
1900 Wealth Management
Texas
$8.01M
RMS
270
Retirement Management Systems
Maryland
$7.99M
DWM
271
Denver Wealth Management
Colorado
$7.86M
AFTS
272
American Financial & Tax Strategies
New York
$7.85M
SAI
273
Savvy Advisors Inc
New York
$7.84M
TIAA Trust, National Association
274
TIAA Trust, National Association
North Carolina
$7.83M
GCA
275
Greenwood Capital Associates
South Carolina
$7.78M