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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
ATC
576
Argent Trust Co
Tennessee
$1.15M
RFP
577
Root Financial Partners
California
$1.15M
CA
578
Centerpoint Advisors
Massachusetts
$1.14M
MGIA
579
Moneta Group Investment Advisors
Missouri
$1.14M
FFG
580
Frisch Financial Group
New York
$1.14M
WFA
581
Wells Financial Advisors
Massachusetts
$1.1M
PHWA
582
Petersen Hastings Wealth Advisors
Washington
$1.1M
GT
583
Greenleaf Trust
Michigan
$1.08M
VCA
584
Verdence Capital Advisors
Maryland
$1.08M
SCM
585
Spring Capital Management
Texas
$1.05M
HWM
586
Howard Wealth Management
Connecticut
$1.05M
PWM
587
Peck Wealth Management
New York
$1.04M
CA
588
Calton & Associates
Florida
$1.04M
MAG
589
M3 Advisory Group
Massachusetts
$1.04M
ACM
590
Advisors Capital Management
New Jersey
$1.04M
RFC
591
Regions Financial Corp
Alabama
$1.03M
SW
592
SVB Wealth
Massachusetts
$1.01M
WPW
593
Waldron Private Wealth
Pennsylvania
$1.01M
FI
594
Financial Insights
Washington
$1.01M
CCWM
595
Cassaday & Co Wealth Management
Virginia
$987K
CB
596
Community Bank
New York
$973K
WWM
597
WJ Wealth Management
Arizona
$958K
KWA
598
Kingswood Wealth Advisors
California
$949K
MIAS
599
Mason Investment Advisory Services
Virginia
$941K
DM
600
Diversified Management
Wisconsin
$932K