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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
EFG
876
Everhart Financial Group
Ohio
$299K
QCM
877
QRG Capital Management
Illinois
$295K
EFG
878
Erickson Financial Group
Pennsylvania
$293K
KFP
879
KMG Fiduciary Partners
Ohio
$292K
BFF
880
Byrne Financial Freedom
Massachusetts
$289K
TAWM
881
Three Arch Wealth Management
California
$288K
JWA
882
JFS Wealth Advisors
Pennsylvania
$288K
VVP
883
Venture Visionary Partners
Ohio
$288K
MAS
884
MPWM Advisory Solutions
Georgia
$287K
GSIAS
885
Garden State Investment Advisory Services
New Jersey
$286K
LBC
886
Lane Brothers & Co
Arizona
$285K
AWM
887
Ariadne Wealth Management
California
$285K
DSA
888
Droms Strauss Advisors
Missouri
$284K
WIA
889
World Investment Advisors
California
$284K
SIC
890
Sterling Investment Counsel
New York
$281K
ICP
891
Interchange Capital Partners
Pennsylvania
$281K
SW
892
SMART Wealth
Nebraska
$280K
KFS
893
Kaizen Financial Strategies
California
$279K
HF
894
HRT Financial
New York
$275K
MWM
895
Marion Wealth Management
Pennsylvania
$275K
FCBT
896
First Citizens Bank & Trust
North Carolina
$274K
Neuberger Berman Group
897
Neuberger Berman Group
New York
$274K
GT
898
Glenview Trust
Kentucky
$274K
HC
899
Hurley Capital
New York
$273K
JFGIW
900
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K