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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
BFG
301
Broussard Financial Group
Louisiana
$5.78M
IWP
302
IAG Wealth Partners
Wisconsin
$5.77M
TF
303
TME Financial
California
$5.74M
HI
304
Harbour Investments
Wisconsin
$5.67M
IPW
305
Intergy Private Wealth
Colorado
$5.62M
RBWA
306
RFG - Bristol Wealth Advisors
Massachusetts
$5.61M
S
307
SharpePoint
Arizona
$5.59M
Nomura Asset Management
308
Nomura Asset Management
Japan
$5.53M
SGWM
309
Sterling Group Wealth Management
California
$5.51M
Bank of New York Mellon
310
Bank of New York Mellon
New York
$5.46M
IJWM
311
Inman Jager Wealth Management
Mississippi
$5.44M
PWA
312
Phoenix Wealth Advisors
North Carolina
$5.43M
SL
313
Salomon & Ludwin
Virginia
$5.42M
MAM
314
Milestone Asset Management
Pennsylvania
$5.41M
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$5.38M
FMTCOCP
316
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.3M
HFW
317
Horizon Family Wealth
Illinois
$5.25M
AMG
318
Asset Management Group
Connecticut
$5.22M
UAG
319
United Advisor Group
Ohio
$5.22M
PFG
320
Pacific Financial Group
Washington
$5.18M
IWN
321
Independent Wealth Network
Iowa
$5.13M
CWM
322
Curtis Wealth Management
Nevada
$5.09M
SOS
323
Silver Oak Securities
Tennessee
$5.03M
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$4.99M
BF
325
Benchmark Financial
Delaware
$4.96M