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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
CCMG
701
Clark Capital Management Group
Pennsylvania
$598K
SIA
702
Soltis Investment Advisors
Utah
$598K
ECM
703
Evergreen Capital Management
Washington
$592K
F4L
704
Fortune 45 LLC
Louisiana
$592K
CF
705
Centaurus Financial
California
$588K
PWM
706
Peak Wealth Management
New Hampshire
$587K
TPF
707
Tribridge Partners Financial
Maryland
$583K
DWM
708
Drive Wealth Management
Utah
$582K
6F
709
626 Financial
Michigan
$581K
IFPL
710
Investments & Financial Planning LLC
Kentucky
$578K
SL
711
Sentinus LLC
Illinois
$574K
GJIA
712
Glass Jacobson Investment Advisors
Maryland
$571K
YIA
713
YHB Investment Advisors
Connecticut
$554K
PFA
714
Pathway Financial Advisors
Vermont
$552K
WETS
715
Wealth Enhancement Trust Services
South Dakota
$548K
BWL
716
Bogart Wealth LLC
Virginia
$546K
AWA
717
Arbor Wealth Advisors
Michigan
$546K
DCM
718
DGS Capital Management
New Jersey
$544K
BFA
719
Bill Few Associates
Pennsylvania
$543K
MT
720
Midwest Trust
Kansas
$541K
LJAC
721
L.J. Altfest & Co
New York
$540K
JRPIM
722
Journey Retirement Planning & Investment Management
Idaho
$539K
MW
723
MBL Wealth
North Carolina
$534K
SWM
724
Silverlake Wealth Management
Vermont
$534K
PB
725
Pinnacle Bancorp
Nebraska
$533K