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State Street SPDR Portfolio S&P 500 Value ETF

1,174 hedge funds and large institutions have $26.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 469 increasing their positions, 419 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
WWM
601
WJ Wealth Management
Arizona
$958K
KWA
602
Kingswood Wealth Advisors
California
$949K
MIAS
603
Mason Investment Advisory Services
Virginia
$941K
DM
604
Diversified Management
Wisconsin
$932K
SWM
605
Sherman Wealth Management
Maryland
$929K
LTL
606
Lowery Thomas LLC
California
$921K
ICMP
607
Integrated Capital Management (Pennsylvania)
Pennsylvania
$917K
HC
608
Headland Capital
South Carolina
$913K
GGS
609
Galvin Gaustad & Stein
Arizona
$900K
JIC
610
Johnson Investment Counsel
Ohio
$890K
LBC
611
Lowe Brockenbrough & Co
Virginia
$884K
IF
612
Ironwood Financial
Arizona
$882K
BMWM
613
Brown Miller Wealth Management
Virginia
$876K
SWA
614
SFMG Wealth Advisors
Texas
$876K
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$872K
GM
616
GeoWealth Management
Illinois
$870K
TBF
617
True Blue Financial
Michigan
$867K
FWM
618
ForthRight Wealth Management
Georgia
$865K
NFG
619
Nations Financial Group
Iowa
$862K
MAWCM
620
Mine & Arao Wealth Creation & Management
California
$861K
GAG
621
GM Advisory Group
New York
$861K
RWM
622
RKL Wealth Management
Pennsylvania
$855K
GA
623
Greenspring Advisors
Maryland
$848K
CL
624
Choreo LLC
Illinois
$843K
CFS
625
Coordinated Financial Services
Colorado
$838K