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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
SAW
651
Signal Advisors Wealth
Michigan
$749K
EFG
652
Embree Financial Group
Illinois
$745K
RT
653
Rockland Trust
Massachusetts
$741K
LIA
654
LBMC Investment Advisors
Tennessee
$738K
SWA
655
Serenus Wealth Advisors
California
$737K
Renaissance Technologies
656
Renaissance Technologies
New York
$730K
SCA
657
Snowden Capital Advisors
New York
$722K
EWA
658
EverSource Wealth Advisors
Alabama
$722K
First Trust Advisors
659
First Trust Advisors
Illinois
$721K
CP
660
Castleview Partners
Texas
$720K
NW
661
NewEdge Wealth
Pennsylvania
$712K
GC
662
Grimes & Company
Massachusetts
$707K
KA
663
Kovack Advisors
Florida
$700K
MG
664
Mather Group
Illinois
$695K
EWA
665
Exencial Wealth Advisors
Oklahoma
$692K
WWM
666
Waterway Wealth Management
Texas
$690K
IPW
667
Impact Partnership Wealth
Georgia
$686K
4A
668
4Wealth Advisors
Illinois
$684K
ACM
669
Advance Capital Management
Michigan
$678K
CFG
670
Copley Financial Group
California
$677K
LWM
671
Liberty Wealth Management
California
$675K
RF
672
Rossby Financial
Florida
$674K
RIS
673
Richmond Investment Services
Wisconsin
$670K
Bank of Montreal
674
Bank of Montreal
Ontario, Canada
$667K
BFG
675
Beacon Financial Group
Texas
$667K