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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
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
KL
976
Keenan LLC
Massachusetts
$213K
SPFA
977
Summit Place Financial Advisors
New Jersey
$208K
BWP
978
Bernardo Wealth Planning
Pennsylvania
$208K
SFPG
979
Stonebridge Financial Planning Group
Florida
$207K
WMWM
980
Wilkins Miller Wealth Management
Alabama
$205K
SWASL
981
Spartan Wealth Advisory Services LLC
Michigan
$205K
AWA
982
AGH Wealth Advisors
Kansas
$204K
FSG
983
Financial Strategies Group
Michigan
$204K
SDJVC
984
St. Denis J. Villere & Co
Louisiana
$204K
RWM
985
Rockwood Wealth Management
Pennsylvania
$203K
CGPCS
986
Capital Group Private Client Services
California
$202K
NL
987
NWAM LLC
Washington
$202K
FWP
988
Falcon Wealth Planning
California
$201K
EA
989
Emerald Advisors
Washington
$201K
CWP
990
Concord Wealth Partners
Virginia
$201K
AAS
991
AdviceOne Advisory Services
Connecticut
$200K
GW
992
Graetz Wealth
Michigan
$200K
RIL
993
Rothschild Investment LLC
Illinois
$198K
BLC
994
Brown, Lisle/Cummings
Rhode Island
$195K
TWM
995
Topsail Wealth Management
North Carolina
$195K
HFS
996
Hantz Financial Services
Michigan
$193K
LI
997
LRI Investments
Florida
$191K
MFT
998
Moisand Fitzgerald Tamayo
Florida
$186K
OA
999
Operose Advisors
Wisconsin
$181K
EWM
1000
Evermay Wealth Management
Virginia
$180K