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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
JWCA
301
J.W. Cole Advisors
Florida
$5.92M
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$5.86M
SWP
303
SIMA Wealth Partners
Virginia
$5.81M
RFS
304
Retirement Financial Solutions
Tennessee
$5.8M
BFG
305
Broussard Financial Group
Louisiana
$5.78M
IWP
306
IAG Wealth Partners
Wisconsin
$5.77M
TF
307
TME Financial
California
$5.74M
HI
308
Harbour Investments
Wisconsin
$5.67M
IPW
309
Intergy Private Wealth
Colorado
$5.62M
RBWA
310
RFG - Bristol Wealth Advisors
Massachusetts
$5.61M
S
311
SharpePoint
Arizona
$5.59M
Nomura Asset Management
312
Nomura Asset Management
Japan
$5.53M
SGWM
313
Sterling Group Wealth Management
California
$5.51M
Bank of New York Mellon
314
Bank of New York Mellon
New York
$5.46M
IJWM
315
Inman Jager Wealth Management
Mississippi
$5.44M
PWA
316
Phoenix Wealth Advisors
North Carolina
$5.43M
SL
317
Salomon & Ludwin
Virginia
$5.42M
MAM
318
Milestone Asset Management
Pennsylvania
$5.41M
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$5.38M
FMTCOCP
320
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.3M
HFW
321
Horizon Family Wealth
Illinois
$5.25M
AMG
322
Asset Management Group
Connecticut
$5.22M
UAG
323
United Advisor Group
Ohio
$5.22M
PFG
324
Pacific Financial Group
Washington
$5.18M
IWN
325
Independent Wealth Network
Iowa
$5.13M