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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
SWM
601
Sherman Wealth Management
Maryland
$929K
LTL
602
Lowery Thomas LLC
California
$921K
ICMP
603
Integrated Capital Management (Pennsylvania)
Pennsylvania
$917K
HC
604
Headland Capital
South Carolina
$913K
GGS
605
Galvin Gaustad & Stein
Arizona
$900K
JIC
606
Johnson Investment Counsel
Ohio
$890K
LBC
607
Lowe Brockenbrough & Co
Virginia
$884K
IF
608
Ironwood Financial
Arizona
$882K
BMWM
609
Brown Miller Wealth Management
Virginia
$876K
SWA
610
SFMG Wealth Advisors
Texas
$876K
BTWM
611
Baker Tilly Wealth Management
Wisconsin
$872K
GM
612
GeoWealth Management
Illinois
$870K
TBF
613
True Blue Financial
Michigan
$867K
FWM
614
ForthRight Wealth Management
Georgia
$865K
NFG
615
Nations Financial Group
Iowa
$862K
MAWCM
616
Mine & Arao Wealth Creation & Management
California
$861K
GAG
617
GM Advisory Group
New York
$861K
RWM
618
RKL Wealth Management
Pennsylvania
$855K
GA
619
Greenspring Advisors
Maryland
$848K
CL
620
Choreo LLC
Illinois
$843K
CFS
621
Coordinated Financial Services
Colorado
$838K
AC
622
AWM Capital
Arizona
$830K
Pathstone Holdings
623
Pathstone Holdings
New Jersey
$825K
KIM
624
Kestra Investment Management
Texas
$825K
SEIA
625
Signature Estate & Investment Advisors
California
$818K