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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

258% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.02M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 419

4% more funds holding in top 10

Funds holding in top 10: 167174 (+7)

2% more funds holding

Funds holding: 1,1541,174 (+20)

2% less capital invested

Capital invested by funds: $27.2B → $26.8B (-$440M)

1.36% less ownership

Funds ownership: 85.87%84.51% (-1.4%)

Holders
1,174
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
14.46%
Holding in Top 10
174
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.19%
% of All Funds
2.14%
New
95
Increased
469
Reduced
419
Closed
55
Calls
$3.64M
Puts
$1.02M
Net Calls
+$2.63M
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$93.2M +$10.7M +185,108 +13%
KW
52
KWB Wealth
California
$92.5M -$7.22M -124,502 -7%
CF
53
Convergence Financial
Missouri
$90.9M +$51.9M +894,199 +126%
SQA
54
Simon Quick Advisors
New Jersey
$86.6M +$203K +3,491 +0.2%
FFS
55
Founders Financial Securities
Maryland
$84.4M +$4.1M +70,613 +5%
IWC
56
Integrated Wealth Concepts
Massachusetts
$83.9M +$15.2M +262,295 +21%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$82.1M +$30M +516,509 +54%
FHA
58
Flagship Harbor Advisors
Massachusetts
$73.7M +$2.07M +35,746 +3%
ETC
59
Exchange Traded Concepts
Oklahoma
$73.6M +$2.26M +38,971 +3%
MML Investors Services
60
MML Investors Services
Massachusetts
$68.1M +$9.68M +166,943 +16%
CA
61
CoreCap Advisors
Michigan
$67.6M +$6.43M +110,919 +10%
KA
62
Klingman & Associates
New York
$66.4M -$1.26M -21,660 -2%
DWM
63
Dakota Wealth Management
Florida
$64.8M +$26.5M +457,007 +66%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$62.3M -$1.05M -18,058 -2%
CFG
65
Compton Financial Group
Maryland
$61.5M -$20.2M -348,533 -24%
7WCP
66
71 West Capital Partners
Massachusetts
$61.1M +$1.78M +30,756 +3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$59.3M +$915K +15,781 +2%
Corient Private Wealth
68
Corient Private Wealth
Florida
$57.3M -$58.9M -1,014,742 -50%
NEWAS
69
N.E.W. Advisory Services
Wisconsin
$55.9M -$31M -534,535 -35%
SF
70
Summit Financial
New Jersey
$54.6M +$32.6M +562,028 +139%
WH
71
Whitcomb & Hess
Ohio
$54.5M +$1.24M +21,296 +2%
FWI
72
Facet Wealth Inc
Maryland
$49.9M +$2.29M +39,422 +5%
CA
73
CGN Advisors
Kansas
$49.7M -$308K -5,301 -0.6%
NA
74
Nottingham Advisors
New York
$49.1M +$3.37M +58,035 +7%
WA
75
Waverly Advisors
Alabama
$47.9M +$2.44M +42,071 +5%