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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
CWMGP
501
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.73M
FCP
502
Fidelis Capital Partners
Florida
$1.73M
LA
503
Lifeworks Advisors
Michigan
$1.72M
Brown Advisory
504
Brown Advisory
Maryland
$1.71M
TFCP
505
Twin Focus Capital Partners
Massachusetts
$1.7M
PA
506
PFG Advisors
Arizona
$1.68M
BAG
507
Bridgewealth Advisory Group
California
$1.68M
TF
508
Thayer Financial
North Carolina
$1.67M
ITB
509
Idaho Trust Bank
Idaho
$1.66M
AA
510
Altman Advisors
Illinois
$1.66M
OFS
511
OneAscent Financial Services
Alabama
$1.66M
WCG
512
Wall Capital Group
Arizona
$1.66M
VA
513
VestGen Advisors
Illinois
$1.65M
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M
WMR
515
Wealth Management Resources
Rhode Island
$1.63M
WANY
516
Wealthspire Advisors (New York)
New York
$1.62M
FT
517
Fiduciary Trust
Massachusetts
$1.62M
CFCI
518
Comprehensive Financial Consultants Institutional
Indiana
$1.6M
IWS
519
Integrity Wealth Solutions
Colorado
$1.59M
RFN
520
Redwood Financial Network
Ohio
$1.58M
DI
521
DAGCO Inc
Ohio
$1.57M
PI
522
PFG Investments
New York
$1.56M
WP
523
WealthShield Partners
North Carolina
$1.54M
LSWP
524
Liberty Square Wealth Partners
Pennsylvania
$1.53M
PCS
525
Private Client Services
Kentucky
$1.53M