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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
IWM
51
IHT Wealth Management
Illinois
$93.2M
KW
52
KWB Wealth
California
$92.5M
CF
53
Convergence Financial
Missouri
$90.9M
SQA
54
Simon Quick Advisors
New Jersey
$86.6M
FFS
55
Founders Financial Securities
Maryland
$84.4M
IWC
56
Integrated Wealth Concepts
Massachusetts
$83.9M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$82.1M
FHA
58
Flagship Harbor Advisors
Massachusetts
$73.7M
ETC
59
Exchange Traded Concepts
Oklahoma
$73.6M
MML Investors Services
60
MML Investors Services
Massachusetts
$68.1M
CA
61
CoreCap Advisors
Michigan
$67.6M
KA
62
Klingman & Associates
New York
$66.4M
DWM
63
Dakota Wealth Management
Florida
$64.8M
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$62.3M
CFG
65
Compton Financial Group
Maryland
$61.5M
7WCP
66
71 West Capital Partners
Massachusetts
$61.1M
Fidelity Investments
67
Fidelity Investments
Massachusetts
$59.3M
Corient Private Wealth
68
Corient Private Wealth
Florida
$57.3M
NEWAS
69
N.E.W. Advisory Services
Wisconsin
$55.9M
SF
70
Summit Financial
New Jersey
$54.6M
WH
71
Whitcomb & Hess
Ohio
$54.5M
FWI
72
Facet Wealth Inc
Maryland
$49.9M
CA
73
CGN Advisors
Kansas
$49.7M
NA
74
Nottingham Advisors
New York
$49.1M
WA
75
Waverly Advisors
Alabama
$47.9M