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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
CF
701
Centaurus Financial
California
$588K
PWM
702
Peak Wealth Management
New Hampshire
$587K
TPF
703
Tribridge Partners Financial
Maryland
$583K
DWM
704
Drive Wealth Management
Utah
$582K
6F
705
626 Financial
Michigan
$581K
IFPL
706
Investments & Financial Planning LLC
Kentucky
$578K
SL
707
Sentinus LLC
Illinois
$574K
GJIA
708
Glass Jacobson Investment Advisors
Maryland
$571K
YIA
709
YHB Investment Advisors
Connecticut
$554K
PFA
710
Pathway Financial Advisors
Vermont
$552K
WETS
711
Wealth Enhancement Trust Services
South Dakota
$548K
BWL
712
Bogart Wealth LLC
Virginia
$546K
AWA
713
Arbor Wealth Advisors
Michigan
$546K
DCM
714
DGS Capital Management
New Jersey
$544K
BFA
715
Bill Few Associates
Pennsylvania
$543K
MT
716
Midwest Trust
Kansas
$541K
LJAC
717
L.J. Altfest & Co
New York
$540K
JRPIM
718
Journey Retirement Planning & Investment Management
Idaho
$539K
MW
719
MBL Wealth
North Carolina
$534K
SWM
720
Silverlake Wealth Management
Vermont
$534K
PB
721
Pinnacle Bancorp
Nebraska
$533K
BC
722
Brio Consultants
California
$531K
DFG
723
Dynamic Financial Group
Iowa
$528K
SC
724
Syon Capital
California
$523K
RIA
725
Regal Investment Advisors
Michigan
$522K