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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
TC
276
Trilogy Capital
California
$7.76M
GFG
277
Goldstone Financial Group
Illinois
$7.47M
LWP
278
Laurel Wealth Planning
Minnesota
$7.43M
JWS
279
Juncture Wealth Strategies
Arizona
$7.4M
MA
280
Mutual Advisors
Nebraska
$7.38M
MWM
281
Modera Wealth Management
New Jersey
$7.28M
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$7.28M
RCWM
283
Red Crane Wealth Management
California
$7.23M
CCAL
284
City Center Advisors LLC
Michigan
$6.92M
FPAS
285
Focus Partners Advisor Solutions
Missouri
$6.88M
SWM
286
Spire Wealth Management
Virginia
$6.81M
SHJ
287
Sharkey, Howes & Javer
Colorado
$6.72M
KOC
288
Koss-Olinger Consulting
Florida
$6.68M
RA
289
RFG Advisory
Alabama
$6.64M
ATWA
290
Arbor Trust Wealth Advisors
Michigan
$6.62M
BBA
291
Braun-Bostich & Associates
Pennsylvania
$6.58M
VCM
292
Vision Capital Management
Oregon
$6.34M
FIA
293
Foundations Investment Advisors
Arizona
$6.34M
TC
294
TAGStone Capital
North Carolina
$6.29M
OAM
295
Occidental Asset Management
California
$6.27M
WI
296
WrapManager Inc
California
$6.24M
AFA
297
AA Financial Advisors
Ohio
$6.15M
CAM
298
Cozad Asset Management
Illinois
$6.11M
CWM
299
Collaborative Wealth Management
Florida
$5.99M
SW
300
SteelPeak Wealth
California
$5.95M