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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
JWS
276
Juncture Wealth Strategies
Arizona
$7.4M
MA
277
Mutual Advisors
Nebraska
$7.38M
MWM
278
Modera Wealth Management
New Jersey
$7.28M
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$7.28M
RCWM
280
Red Crane Wealth Management
California
$7.23M
CCAL
281
City Center Advisors LLC
Michigan
$6.92M
FPAS
282
Focus Partners Advisor Solutions
Missouri
$6.88M
SWM
283
Spire Wealth Management
Virginia
$6.81M
SHJ
284
Sharkey, Howes & Javer
Colorado
$6.72M
KOC
285
Koss-Olinger Consulting
Florida
$6.68M
RA
286
RFG Advisory
Alabama
$6.64M
ATWA
287
Arbor Trust Wealth Advisors
Michigan
$6.62M
BBA
288
Braun-Bostich & Associates
Pennsylvania
$6.58M
VCM
289
Vision Capital Management
Oregon
$6.34M
FIA
290
Foundations Investment Advisors
Arizona
$6.34M
TC
291
TAGStone Capital
North Carolina
$6.29M
OAM
292
Occidental Asset Management
California
$6.27M
WI
293
WrapManager Inc
California
$6.24M
AFA
294
AA Financial Advisors
Ohio
$6.15M
CWM
295
Collaborative Wealth Management
Florida
$5.99M
SW
296
SteelPeak Wealth
California
$5.95M
JWCA
297
J.W. Cole Advisors
Florida
$5.92M
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$5.86M
SWP
299
SIMA Wealth Partners
Virginia
$5.81M
RFS
300
Retirement Financial Solutions
Tennessee
$5.8M