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State Street SPDR Portfolio S&P 500 Value ETF

1,174 hedge funds and large institutions have $26.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 469 increasing their positions, 419 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.02M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 419

4% more funds holding in top 10

Funds holding in top 10: 167174 (+7)

2% more funds holding

Funds holding: 1,1541,174 (+20)

2% less capital invested

Capital invested by funds: $27.2B → $26.8B (-$440M)

1.36% less ownership

Funds ownership: 85.87%84.51% (-1.4%)

Holders
1,174
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
14.46%
Holding in Top 10
174
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.19%
% of All Funds
2.14%
New
95
Increased
469
Reduced
419
Closed
55
Calls
$3.64M
Puts
$1.02M
Net Calls
+$2.63M
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
76
Perennial Investment Advisors
California
$47.6M -$597K -10,299 -1%
LFPWM
77
Leicht Financial Planning & Wealth Management
New Jersey
$46.4M -$445K -7,663 -0.9%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$46M -$5.34M -92,115 -10%
BWG
79
Balanced Wealth Group
Ohio
$45.8M +$1.21M +20,847 +3%
CIM
80
Confluence Investment Management
Missouri
$44.7M +$10.8M +186,565 +31%
CC
81
Courier Capital
New York
$44.4M +$3.43M +59,146 +8%
AF
82
Arrow Financial
New York
$44.2M -$109K -1,874 -0.2%
TFGT
83
TS Financial Group (TSFG)
Illinois
$44.1M +$6.49M +111,832 +17%
TVAMP
84
Tennessee Valley Asset Management Partners
Tennessee
$42.4M +$849K +14,628 +2%
MA
85
MONECO Advisors
Connecticut
$42.1M +$2.78M +47,955 +7%
AWM
86
Avior Wealth Management
Nebraska
$41.8M +$2.84M +49,038 +7%
AI
87
Accredited Investors
Minnesota
$40.9M -$574K -9,903 -1%
SFP
88
Shepherd Financial Partners
Massachusetts
$40.3M +$1.13M +19,446 +3%
CI
89
Constellation Investments
Ohio
$40.3M
VC
90
Vicus Capital
Pennsylvania
$40.3M -$1.16M -20,000 -3%
EFL
91
ERn Financial LLC
Wisconsin
$39.5M +$1.29M +22,241 +3%
Creative Planning
92
Creative Planning
Kansas
$39.4M +$231K +3,987 +0.6%
GIA
93
Gladstone Institutional Advisory
Florida
$38.3M -$978K -16,867 -2%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$37.9M -$1.09M -18,864 -3%
AWA
95
Alta Wealth Advisors
Massachusetts
$36.3M +$2.72M +46,912 +8%
HSWS
96
Higgins & Schmidt Wealth Strategies
Colorado
$36.2M +$1.36M +23,483 +4%
WCAMG
97
Woodard & Company Asset Management Group
North Carolina
$36.2M -$364K -6,276 -1%
GVAG
98
Great Valley Advisor Group
Delaware
$35.2M +$3.06M +52,766 +9%
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$35.1M +$1.91M +32,912 +6%
WFPG
100
Waller Financial Planning Group
Ohio
$33.7M +$1.52M +26,229 +5%