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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
CB
476
Commerce Bank
Missouri
$2.08M
LWANC
477
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M
MA
478
MKT Advisors
California
$2.03M
SWM
479
Seaside Wealth Management
California
$2.02M
WIM
480
WealthPlan Investment Management
Nebraska
$2.01M
SGCM
481
Sanchez Gaunt Capital Management
Nevada
$1.96M
OBWG
482
Onyx Bridge Wealth Group
New York
$1.94M
TCM
483
Tradewinds Capital Management
Washington
$1.93M
AC
484
Apella Capital
Connecticut
$1.93M
RSA
485
River Street Advisors
Illinois
$1.92M
TCA
486
Transcend Capital Advisors
New Jersey
$1.91M
AF
487
Apollon Financial
South Carolina
$1.91M
WFS
488
Weitzel Financial Services
Iowa
$1.9M
RZH
489
Relyea Zuckerberg Hanson
Connecticut
$1.9M
IA
490
IFP Advisors
Florida
$1.9M
WIM
491
Wiregrass Investment Management
Georgia
$1.88M
MCM
492
MAI Capital Management
Ohio
$1.84M
SIAS
493
Summit Investment Advisory Services
Minnesota
$1.84M
EGA
494
E&G Advisors
Texas
$1.82M
BNP Paribas Financial Markets
495
BNP Paribas Financial Markets
France
$1.81M
BP
496
Ballentine Partners
Massachusetts
$1.8M
BCI
497
Brinker Capital Investments
Pennsylvania
$1.79M
CFIA
498
Cantor Fitzgerald Investment Advisors
New York
$1.78M
Janus Henderson Group
499
Janus Henderson Group
United Kingdom
$1.75M
OIA
500
OneDigital Investment Advisors
Kansas
$1.74M