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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
LSA
626
Lansing Street Advisors
Pennsylvania
$807K
PPC
627
Pennington Partners & Co
Maryland
$807K
FNBOO
628
First National Bank of Omaha
Nebraska
$806K
TCBWMS
629
Texas Capital Bank Wealth Management Services
Texas
$798K
AWA
630
Asempa Wealth Advisors
Louisiana
$795K
LF
631
Lantz Financial
Illinois
$793K
FFA
632
Frazier Financial Advisors
Ohio
$789K
CAM
633
Costello Asset Management
Pennsylvania
$789K
Bank Julius Baer & Co
634
Bank Julius Baer & Co
Switzerland
$786K
RDFA
635
Ritter Daniher Financial Advisory
Ohio
$783K
BWM
636
BCGM Wealth Management
Indiana
$779K
CT
637
Caldwell Trust
Florida
$773K
AZ
638
Alpha Zero
Florida
$770K
SWMG
639
Sanchez Wealth Management Group
Florida
$769K
CFB
640
Cullen/Frost Bankers
Texas
$759K
RFN
641
RDA Financial Network
Iowa
$758K
BWMG
642
Barnes Wealth Management Group
California
$758K
KCM
643
KM Capital Management
Texas
$758K
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$752K
HCC
645
Hirtle Callaghan & Co
Pennsylvania
$752K
WAM
646
Wallington Asset Management
Indiana
$751K
SAW
647
Signal Advisors Wealth
Michigan
$749K
EFG
648
Embree Financial Group
Illinois
$745K
RT
649
Rockland Trust
Massachusetts
$741K
LIA
650
LBMC Investment Advisors
Tennessee
$738K