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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
GWM
751
GDS Wealth Management
Texas
$456K
CCA
752
Clarity Capital Advisors
Florida
$454K
AAP
753
Arax Advisory Partners
Colorado
$452K
TFG
754
Tilson Financial Group
New Jersey
$452K
SWM
755
SHP Wealth Management
Massachusetts
$450K
JWM
756
Johnson Wealth Management
North Dakota
$449K
CS
757
Capital Square
Tennessee
$448K
WAS
758
Wealth Advisory Solutions
Indiana
$447K
SFG
759
Snider Financial Group
Washington
$444K
SSCA
760
South Shore Capital Advisors
Massachusetts
$443K
OKSA
761
O'Keefe Stevens Advisory
New York
$443K
NFP
762
Narus Financial Partners
Utah
$442K
NWAG
763
Net Worth Advisory Group
Utah
$442K
PWP
764
PrairieView Wealth Partners
Illinois
$442K
DF
765
Daviman Financial
Indiana
$439K
OC
766
Oarsman Capital
Wisconsin
$438K
MMA
767
Miracle Mile Advisors
California
$436K
DC
768
Darrow Company
Massachusetts
$436K
SMA
769
Sage Mountain Advisors
Georgia
$433K
SCTC
770
Sanibel Captiva Trust Company
Florida
$432K
IMC Chicago
771
IMC Chicago
Illinois
$430K
IWP
772
Integrity Wealth Partners
California
$429K
TNBTD
773
Trustmark National Bank Trust Department
Mississippi
$426K
BDF
774
Black Diamond Financial
Maryland
$426K
CWM
775
Cahaba Wealth Management
Georgia
$416K