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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
PA
401
Prism Advisors
California
$3.12M
AWP
402
Axis Wealth Partners
Rhode Island
$3.11M
TDWM
403
Topel & Distasi Wealth Management
California
$3.08M
PWM
404
Perigon Wealth Management
California
$3.07M
EWA
405
EP Wealth Advisors
California
$3.05M
RMAM
406
Raab & Moskowitz Asset Management
New Jersey
$3.05M
KFGK
407
Keystone Financial Group (Kentucky)
Kentucky
$3.05M
WCM
408
WealthTrak Capital Management
Virginia
$3.04M
GFPC
409
Global Financial Private Client
Florida
$3.02M
FFA
410
Florida Financial Advisors
Florida
$3.01M
EWM
411
Empirical Wealth Management
Washington
$3.01M
CWM
412
Copia Wealth Management
Oregon
$3.01M
BMWS
413
Brady Martz Wealth Solutions
North Dakota
$2.99M
FCH
414
Freestone Capital Holdings
Washington
$2.99M
AAS
415
Ameritas Advisory Services
Nebraska
$2.95M
CWM
416
Cordatus Wealth Management
Pennsylvania
$2.95M
ACA
417
Affinity Capital Advisors
California
$2.94M
TFA
418
Tranquilli Financial Advisor
New Jersey
$2.92M
DFG
419
Demars Financial Group
Washington
$2.9M
YWM
420
Yukon Wealth Management
Kansas
$2.81M
CPL
421
CAP Partners LLC
Tennessee
$2.78M
VW
422
Vance Wealth
California
$2.74M
BCG
423
Breakwater Capital Group
New Jersey
$2.73M
AI
424
Atria Investments
North Carolina
$2.72M
NG
425
Norden Group
Utah
$2.72M