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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
IAS
951
Integrity Advisory Solutions
Texas
$226K
DCM
952
Delta Capital Management
New Jersey
$226K
VC
953
Veracity Capital
Georgia
$225K
IG
954
IFS Group
Pennsylvania
$225K
WAS
955
Winch Advisory Services
Wisconsin
$225K
B
956
Bayban
Minnesota
$222K
AC
957
Asio Capital
Kentucky
$221K
TCA
958
Trifecta Capital Advisors
Illinois
$221K
TWIM
959
TIAA Wealth Investment Management
New York
$221K
CL
960
COWA LLC
Oklahoma
$221K
BFWA
961
Benchmark Financial Wealth Advisors
Florida
$220K
National Bank of Canada
962
National Bank of Canada
Quebec, Canada
$219K
CCM
963
Coldstream Capital Management
Washington
$218K
GWS
964
Glassman Wealth Services
Virginia
$217K
CBT
965
Crews Bank & Trust
Florida
$216K
PBO
966
Peoples Bank (Ohio)
Ohio
$216K
WAS
967
Westco Advisory Services
New York
$215K
WLIM
968
White Lighthouse Investment Management
Massachusetts
$214K
FA
969
Fiduciary Alliance
South Carolina
$213K
KL
970
Keenan LLC
Massachusetts
$213K
SPFA
971
Summit Place Financial Advisors
New Jersey
$208K
BWP
972
Bernardo Wealth Planning
Pennsylvania
$208K
SFPG
973
Stonebridge Financial Planning Group
Florida
$207K
WMWM
974
Wilkins Miller Wealth Management
Alabama
$205K
SWASL
975
Spartan Wealth Advisory Services LLC
Michigan
$205K