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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
KeyBank National Association
926
KeyBank National Association
Ohio
$248K
AWMI
927
Aegis Wealth Management (Iowa)
Iowa
$248K
MHWM
928
Montz Harcus Wealth Management
Louisiana
$246K
VNA
929
Valley National Advisers
Pennsylvania
$246K
DWA
930
Dougherty Wealth Advisers
Minnesota
$246K
IAS
931
Insigneo Advisory Services
Florida
$245K
LA
932
LexAurum Advisors
Kansas
$245K
PFM
933
Phillips Financial Management
Indiana
$244K
WP
934
Walleye Partners
Wisconsin
$243K
OP
935
Oath Planning
Oklahoma
$243K
HCMG
936
Howard Capital Management Group
California
$242K
BRWA
937
B. Riley Wealth Advisors
Florida
$239K
AIA
938
Acute Investment Advisory
Arizona
$238K
FWM
939
Forza Wealth Management
Florida
$236K
BIG
940
Brookwood Investment Group
Arizona
$235K
AWM
941
Accel Wealth Management
Iowa
$234K
DCM
942
Donaldson Capital Management
Indiana
$234K
TH
943
TCTC Holdings
Texas
$233K
ARC
944
Advisor Resource Council
Texas
$233K
HSA
945
HBK Sorce Advisory
Pennsylvania
$233K
HWP
946
Hibernia Wealth Partners
Louisiana
$229K
BCA
947
Bay Colony Advisors
Massachusetts
$228K
SP
948
SmartHarvest Portfolios
Washington
$227K
SI
949
Stirlingshire Investments
New York
$227K
Empower Advisory Group
950
Empower Advisory Group
Colorado
$227K