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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
SWA
651
Serenus Wealth Advisors
California
$737K
Renaissance Technologies
652
Renaissance Technologies
New York
$730K
SCA
653
Snowden Capital Advisors
New York
$722K
EWA
654
EverSource Wealth Advisors
Alabama
$722K
First Trust Advisors
655
First Trust Advisors
Illinois
$721K
CP
656
Castleview Partners
Texas
$720K
NW
657
NewEdge Wealth
Pennsylvania
$712K
GC
658
Grimes & Company
Massachusetts
$707K
KA
659
Kovack Advisors
Florida
$700K
MG
660
Mather Group
Illinois
$695K
EWA
661
Exencial Wealth Advisors
Oklahoma
$692K
WWM
662
Waterway Wealth Management
Texas
$690K
IPW
663
Impact Partnership Wealth
Georgia
$686K
4A
664
4Wealth Advisors
Illinois
$684K
ACM
665
Advance Capital Management
Michigan
$678K
CFG
666
Copley Financial Group
California
$677K
LWM
667
Liberty Wealth Management
California
$675K
RF
668
Rossby Financial
Florida
$674K
RIS
669
Richmond Investment Services
Wisconsin
$670K
Bank of Montreal
670
Bank of Montreal
Ontario, Canada
$667K
BFG
671
Beacon Financial Group
Texas
$667K
GSEP
672
Golden State Equity Partners
California
$666K
MP
673
McDonald Partners
Ohio
$663K
TWP
674
Triad Wealth Partners
Kansas
$661K
HAS
675
HBW Advisory Services
California
$657K