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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
AIM
401
Advyzon Investment Management
Illinois
$3.16M
PA
402
PSI Advisors
Florida
$3.15M
PWM
403
Partnership Wealth Management
Maryland
$3.14M
WFS
404
WealthGarden F.S.
California
$3.14M
PA
405
Prism Advisors
California
$3.12M
AWP
406
Axis Wealth Partners
Rhode Island
$3.11M
TDWM
407
Topel & Distasi Wealth Management
California
$3.08M
PWM
408
Perigon Wealth Management
California
$3.07M
EWA
409
EP Wealth Advisors
California
$3.05M
RMAM
410
Raab & Moskowitz Asset Management
New Jersey
$3.05M
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
$3.05M
WCM
412
WealthTrak Capital Management
Virginia
$3.04M
GFPC
413
Global Financial Private Client
Florida
$3.02M
FFA
414
Florida Financial Advisors
Florida
$3.01M
EWM
415
Empirical Wealth Management
Washington
$3.01M
CWM
416
Copia Wealth Management
Oregon
$3.01M
BMWS
417
Brady Martz Wealth Solutions
North Dakota
$2.99M
FCH
418
Freestone Capital Holdings
Washington
$2.99M
AAS
419
Ameritas Advisory Services
Nebraska
$2.95M
CWM
420
Cordatus Wealth Management
Pennsylvania
$2.95M
ACA
421
Affinity Capital Advisors
California
$2.94M
TFA
422
Tranquilli Financial Advisor
New Jersey
$2.92M
DFG
423
Demars Financial Group
Washington
$2.9M
YWM
424
Yukon Wealth Management
Kansas
$2.81M
CPL
425
CAP Partners LLC
Tennessee
$2.78M