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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
WWM
676
Walser Wealth Management
Florida
$649K
CPCL
677
Cadia Private Client LLC
New Jersey
$642K
VPWA
678
Vestia Personal Wealth Advisors
Indiana
$640K
BAMG
679
Brand Asset Management Group
Missouri
$637K
CIC
680
Carnegie Investment Counsel
Ohio
$637K
SEI Investments
681
SEI Investments
Pennsylvania
$631K
PWM
682
PMG Wealth Management
Illinois
$626K
JCM
683
Jacobi Capital Management
Pennsylvania
$625K
DE
684
Diversified Enterprises
Delaware
$621K
WAG
685
Wallace Advisory Group
California
$621K
RIA
686
Realta Investment Advisors
Delaware
$616K
SFC
687
Strategic Financial Concepts
Texas
$612K
MSWM
688
McGlone Suttner Wealth Management
Wisconsin
$609K
PFA
689
Perryman Financial Advisory
Texas
$608K
RPC
690
Rossmore Private Capital
Connecticut
$605K
PFS
691
Prospect Financial Services
New York
$603K
VAI
692
Vanguard Advisers Inc
Pennsylvania
$603K
HAG
693
HF Advisory Group
Maryland
$602K
WS
694
Wedbush Securities
California
$602K
ST
695
Smithfield Trust
Pennsylvania
$600K
DA
696
Detalus Advisors
Missouri
$600K
CCMG
697
Clark Capital Management Group
Pennsylvania
$598K
SIA
698
Soltis Investment Advisors
Utah
$598K
ECM
699
Evergreen Capital Management
Washington
$592K
F4L
700
Fortune 45 LLC
Louisiana
$592K