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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
AWA
976
AGH Wealth Advisors
Kansas
$204K
FSG
977
Financial Strategies Group
Michigan
$204K
SDJVC
978
St. Denis J. Villere & Co
Louisiana
$204K
RWM
979
Rockwood Wealth Management
Pennsylvania
$203K
CGPCS
980
Capital Group Private Client Services
California
$202K
NL
981
NWAM LLC
Washington
$202K
FWP
982
Falcon Wealth Planning
California
$201K
EA
983
Emerald Advisors
Washington
$201K
CWP
984
Concord Wealth Partners
Virginia
$201K
AAS
985
AdviceOne Advisory Services
Connecticut
$200K
GW
986
Graetz Wealth
Michigan
$200K
RIL
987
Rothschild Investment LLC
Illinois
$198K
BLC
988
Brown, Lisle/Cummings
Rhode Island
$195K
TWM
989
Topsail Wealth Management
North Carolina
$195K
HFS
990
Hantz Financial Services
Michigan
$193K
LI
991
LRI Investments
Florida
$191K
MFT
992
Moisand Fitzgerald Tamayo
Florida
$186K
OA
993
Operose Advisors
Wisconsin
$181K
EWM
994
Evermay Wealth Management
Virginia
$180K
SS
995
SBI Securities
Japan
$174K
POIA
996
Pin Oak Investment Advisors
Texas
$171K
SS
997
Sunbelt Securities
Texas
$168K
AA
998
Ancora Advisors
Ohio
$168K
BTI
999
Blue Trust Inc
Georgia
$167K
TWC
1000
TD Waterhouse Canada
Ontario, Canada
$162K