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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
MCCP
826
Mission Creek Capital Partners
California
$355K
LC
827
LCNB Corp
Ohio
$354K
RWPA
828
Richard W. Paul & Associates
Michigan
$352K
TPWA
829
Twin Peaks Wealth Advisors
California
$352K
HCM
830
Hengehold Capital Management
Ohio
$351K
GAM
831
Grandview Asset Management
Pennsylvania
$350K
CFP
832
Cascade Financial Partners
California
$350K
VCM
833
Virtue Capital Management
Tennessee
$349K
FWM
834
Focused Wealth Management
New York
$346K
BI
835
Berkeley Inc
Idaho
$345K
TP
836
Thayer Partners
Pennsylvania
$344K
RYIA
837
Roehl & Yi Investment Advisors
Oregon
$343K
SLC
838
Second Line Capital
Louisiana
$342K
PS
839
Principal Securities
Iowa
$341K
EP
840
Edgestream Partners
New Jersey
$340K
Russell Investments Group
841
Russell Investments Group
United Kingdom
$339K
GCP
842
Gill Capital Partners
Colorado
$335K
AWM
843
Accurate Wealth Management
Florida
$335K
EWA
844
Evolution Wealth Advisors
Florida
$334K
LIA
845
Lynx Investment Advisory
District of Columbia
$333K
PIA
846
Pinion Investment Advisors
Kansas
$332K
GA
847
GoalVest Advisory
New York
$332K
CIBC World Market
848
CIBC World Market
Ontario, Canada
$331K
SWIM
849
Smallwood Wealth Investment Management
New Jersey
$331K
FCT
850
First Community Trust
Iowa
$329K