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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
ATPW
551
Ashton Thomas Private Wealth
Arizona
$1.38M
OCBCO
552
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.38M
Natixis Advisors
553
Natixis Advisors
Massachusetts
$1.37M
LEA
554
Legacy Edge Advisors
New York
$1.35M
TFA
555
Tobias Financial Advisors
Florida
$1.35M
SP
556
Sequent Planning
Nebraska
$1.35M
CFO
557
Callan Family Office
Pennsylvania
$1.34M
APW
558
Alliance Private Wealth
Massachusetts
$1.33M
RSF
559
Rik Saylor Financial
Ohio
$1.29M
EI
560
Ellevest Inc
New York
$1.29M
WPC
561
White Pine Capital
Minnesota
$1.28M
CIAS
562
Capital Investment Advisory Services
North Carolina
$1.28M
OAS
563
Optivise Advisory Services
Tennessee
$1.27M
GK
564
Graney & King
New York
$1.27M
LWA
565
Lantern Wealth Advisors
New York
$1.27M
M
566
MATAURO
New York
$1.26M
KF
567
Krilogy Financial
Missouri
$1.25M
GAA
568
Global Assets Advisory
Florida
$1.22M
TW
569
Towerpoint Wealth
California
$1.2M
GF
570
GGM Financials
Ohio
$1.2M
TWP
571
Tempus Wealth Planning
California
$1.18M
SPC
572
Sigma Planning Corp
Michigan
$1.17M
TI
573
Tidal Investments
Wisconsin
$1.16M
SPWM
574
Schrum Private Wealth Management
Florida
$1.16M
WWMP
575
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.15M