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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
ES
801
ETF Store
Kansas
$385K
SWGC
802
Summit Wealth Group (Colorado)
Colorado
$385K
GWMR
803
GC Wealth Management RIA
Massachusetts
$382K
AC
804
AlphaCore Capital
California
$381K
JFG
805
JMG Financial Group
Illinois
$379K
CRI
806
Colonial River Investments
Virginia
$378K
ZI
807
ZEGA Investments
Florida
$378K
NAS
808
NWF Advisory Services
California
$378K
PW
809
PUREfi Wealth
Massachusetts
$373K
KCFA
810
Key Client Fiduciary Advisors
New Jersey
$372K
JF
811
JMN Financial
Ohio
$371K
EFG
812
Everest Financial Group
Minnesota
$369K
AP
813
Americana Partners
Texas
$367K
MFA
814
Mayflower Financial Advisors
Massachusetts
$367K
WI
815
Westbourne Investments
Virginia
$366K
RI
816
Ruggiero Investments
Florida
$366K
TPWM
817
Twelve Points Wealth Management
Massachusetts
$362K
WAM
818
WNY Asset Management
New York
$360K
CA
819
Clearstead Advisors
Ohio
$360K
VF
820
Vawter Financial
Ohio
$360K
SFS
821
Stiles Financial Services
Minnesota
$359K
BI
822
Ballast Inc
Kentucky
$358K
CFP
823
Curran Financial Partners
South Carolina
$358K
BFG
824
Berger Financial Group
Minnesota
$356K
IC
825
IEQ Capital
California
$356K