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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
LWL
776
Leo Wealth LLC
Texas
$416K
EAM
777
Empirical Asset Management
Massachusetts
$409K
ST
778
Somerset Trust
Pennsylvania
$408K
CLIP
779
Colter Lewis Investment Partners
Connecticut
$408K
DB
780
Dravo Bay
Delaware
$408K
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$407K
WSWA
782
Warren Street Wealth Advisors
California
$407K
AFO
783
Allie Family Office
Florida
$405K
SCM
784
SCS Capital Management
Massachusetts
$403K
TRCT
785
Tower Research Capital (TRC)
New York
$403K
AllianceBernstein
786
AllianceBernstein
Tennessee
$403K
KWM
787
Keebeck Wealth Management
Illinois
$403K
BBPWM
788
Blue Bell Private Wealth Management
Pennsylvania
$402K
ISB
789
Iowa State Bank
Iowa
$402K
RPCONE
790
Retirement Planning Company of New England
Rhode Island
$400K
AWM
791
Aviso Wealth Management
Washington
$399K
CPWA
792
Cerro Pacific Wealth Advisors
California
$397K
MAG
793
Mayfair Advisory Group
Alabama
$397K
Kovitz Investment Group Partners
794
Kovitz Investment Group Partners
Illinois
$396K
CFG
795
Cassilly Financial Group
Maryland
$394K
AWA
796
Acorn Wealth Advisors
Michigan
$393K
TI
797
Truepoint Inc
Ohio
$393K
CG
798
Caprock Group
Idaho
$393K
PIS
799
POM Investment Strategies
North Carolina
$388K
FI
800
FWG Investments
Kentucky
$387K