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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
MWM
851
Mascagni Wealth Management
Mississippi
$329K
ESB
852
Essex Savings Bank
Connecticut
$328K
CIA
853
Capital Investment Advisors
Georgia
$326K
MAM
854
MMA Asset Management
Pennsylvania
$326K
RFA
855
Reyes Financial Architecture
California
$325K
FF
856
Fortitude Financial
Washington
$324K
AWM
857
Aprio Wealth Management
Georgia
$324K
S
858
SignatureFD
Georgia
$322K
DAS
859
Dynamic Advisor Solutions
Arizona
$322K
CIA
860
Cape Investment Advisory
Georgia
$321K
T
861
Tidemark
California
$320K
SG
862
Sharper & Granite
California
$320K
FG
863
Fiduciary Group
Georgia
$314K
OPF
864
Old Peak Finance
North Carolina
$312K
PA
865
Procyon Advisors
Connecticut
$310K
HVIA
866
Hudson Valley Investment Advisors
New York
$309K
SWM
867
SFG Wealth Management
Maryland
$308K
HW
868
Hancock Whitney
Mississippi
$305K
HA
869
Hegarty Advisors
New York
$304K
TP
870
Tranquility Partners
Tennessee
$303K
AAS
871
Annex Advisory Services
Wisconsin
$303K
SDAM
872
Shulman DeMeo Asset Management
New York
$302K
KA
873
KLCM Advisors
Wisconsin
$301K
SB
874
Strategic Blueprint
Georgia
$301K
TFS
875
Thoroughbred Financial Services
Tennessee
$300K