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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
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
MKW
801
Mullaney, Keating & Wright
Connecticut
$394K
AWA
802
Acorn Wealth Advisors
Michigan
$393K
TI
803
Truepoint Inc
Ohio
$393K
CG
804
Caprock Group
Idaho
$393K
PIS
805
POM Investment Strategies
North Carolina
$388K
FI
806
FWG Investments
Kentucky
$387K
ES
807
ETF Store
Kansas
$385K
SWGC
808
Summit Wealth Group (Colorado)
Colorado
$385K
GWMR
809
GC Wealth Management RIA
Massachusetts
$382K
AC
810
AlphaCore Capital
California
$381K
JFG
811
JMG Financial Group
Illinois
$379K
CRI
812
Colonial River Investments
Virginia
$378K
ZI
813
ZEGA Investments
Florida
$378K
NAS
814
NWF Advisory Services
California
$378K
PW
815
PUREfi Wealth
Massachusetts
$373K
KCFA
816
Key Client Fiduciary Advisors
New Jersey
$372K
JF
817
JMN Financial
Ohio
$371K
EFG
818
Everest Financial Group
Minnesota
$369K
AP
819
Americana Partners
Texas
$367K
MFA
820
Mayflower Financial Advisors
Massachusetts
$367K
WI
821
Westbourne Investments
Virginia
$366K
RI
822
Ruggiero Investments
Florida
$366K
TPWM
823
Twelve Points Wealth Management
Massachusetts
$362K
WAM
824
WNY Asset Management
New York
$360K
CA
825
Clearstead Advisors
Ohio
$360K