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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
AC
626
AWM Capital
Arizona
$830K
Pathstone Holdings
627
Pathstone Holdings
New Jersey
$825K
KIM
628
Kestra Investment Management
Texas
$825K
SEIA
629
Signature Estate & Investment Advisors
California
$818K
LSA
630
Lansing Street Advisors
Pennsylvania
$807K
PPC
631
Pennington Partners & Co
Maryland
$807K
FNBOO
632
First National Bank of Omaha
Nebraska
$806K
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$798K
AWA
634
Asempa Wealth Advisors
Louisiana
$795K
LF
635
Lantz Financial
Illinois
$793K
FFA
636
Frazier Financial Advisors
Ohio
$789K
CAM
637
Costello Asset Management
Pennsylvania
$789K
Bank Julius Baer & Co
638
Bank Julius Baer & Co
Switzerland
$786K
RDFA
639
Ritter Daniher Financial Advisory
Ohio
$783K
BWM
640
BCGM Wealth Management
Indiana
$779K
CT
641
Caldwell Trust
Florida
$773K
AZ
642
Alpha Zero
Florida
$770K
SWMG
643
Sanchez Wealth Management Group
Florida
$769K
CFB
644
Cullen/Frost Bankers
Texas
$759K
RFN
645
RDA Financial Network
Iowa
$758K
BWMG
646
Barnes Wealth Management Group
California
$758K
KCM
647
KM Capital Management
Texas
$758K
BCMLT
648
Beacon Capital Management LLC (Tennessee)
Tennessee
$752K
HCC
649
Hirtle Callaghan & Co
Pennsylvania
$752K
WAM
650
Wallington Asset Management
Indiana
$751K