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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
BA
726
Bluesphere Advisors
Pennsylvania
$522K
TSS
727
Two Sigma Securities
New York
$522K
ACA
728
Aptus Capital Advisors
Alabama
$513K
MFWP
729
Mosaic Family Wealth Partners
Missouri
$512K
KCM
730
Key Capital Management
Tennessee
$509K
FFBTD
731
First Financial Bank - Trust Division
Ohio
$509K
SWA
732
Sax Wealth Advisors
New Jersey
$505K
DC
733
Davenport & Co
Virginia
$501K
PFA
734
Portland Financial Advisors
New York
$499K
TWM
735
Trueblood Wealth Management
Ohio
$495K
CS
736
Crescent Sterling
Louisiana
$492K
AAS
737
Asset Allocation Strategies
Michigan
$491K
CIA
738
Cascade Investment Advisors
Oregon
$491K
DW30
739
Drucker Wealth 3.0
New Jersey
$489K
GFA
740
Gallagher Fiduciary Advisors
Illinois
$485K
KIA
741
Kraematon Investment Advisors
Massachusetts
$481K
IAIM
742
International Assets Investment Management
Florida
$480K
LAA
743
Liberty Atlantic Advisors
Texas
$472K
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
$470K
CFS
745
Compass Financial Services
Iowa
$469K
BFS
746
BridgePort Financial Solutions
Iowa
$465K
OWA
747
OakTrust Wealth Advisors
Connecticut
$464K
MA
748
MCF Advisors
Kentucky
$464K
AWM
749
Apollon Wealth Management
South Carolina
$459K
FGA
750
Fortis Group Advisors
New Jersey
$458K