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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
MWC
376
MBM Wealth Consultants
Missouri
$3.53M
VT
377
Vise Technologies
New York
$3.51M
FTUS
378
Flow Traders U.S.
New York
$3.51M
JWM
379
Jacksonville Wealth Management
Florida
$3.5M
PFS
380
Prospera Financial Services
Texas
$3.45M
SA
381
Sovran Advisors
California
$3.43M
GEA
382
Glen Eagle Advisors
New Jersey
$3.42M
WWA
383
WCG Wealth Advisors
Nevada
$3.41M
BPA
384
Beacon Pointe Advisors
California
$3.39M
CIM
385
Corda Investment Management
Texas
$3.39M
KFP
386
Keener Financial Planning
Texas
$3.39M
FF
387
Friday Financial
Iowa
$3.38M
KCP
388
Kera Capital Partners
California
$3.37M
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
$3.37M
SPIA
390
Steward Partners Investment Advisory
New York
$3.37M
AIS
391
American Investment Services
Massachusetts
$3.32M
LFAS
392
Level Four Advisory Services
Texas
$3.3M
OWA
393
Opal Wealth Advisors
New York
$3.28M
SPWM
394
Smith Partners Wealth Management
North Carolina
$3.21M
US Bancorp
395
US Bancorp
Minnesota
$3.17M
VPP
396
Vertex Planning Partners
Illinois
$3.16M
AIM
397
Advyzon Investment Management
Illinois
$3.16M
PA
398
PSI Advisors
Florida
$3.15M
PWM
399
Partnership Wealth Management
Maryland
$3.14M
WFS
400
WealthGarden F.S.
California
$3.14M