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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
PCFFS
1026
Pacific Center for Financial Services
California
$89.4K
PMFA
1027
Plante Moran Financial Advisors
Michigan
$86.7K
PS
1028
Pinney & Scofield
Massachusetts
$85.7K
HPBT
1029
Hickory Point Bank & Trust
Illinois
$85.3K
KC
1030
Knuff & Co
California
$85K
NL
1031
NVWM LLC
Pennsylvania
$82.7K
MIM
1032
Marshall Investment Management
Colorado
$82.5K
MCM
1033
Manchester Capital Management
Vermont
$82K
KFG
1034
Kingdom Financial Group
Arizona
$76.9K
LAS
1035
Lloyd Advisory Services
Georgia
$76.9K
TC
1036
Trust Company
Kansas
$75.8K
CPG
1037
Cornerstone Planning Group
New Jersey
$75.5K
TIM
1038
Thompson Investment Management
Wisconsin
$73.8K
DWM
1039
Dogwood Wealth Management
Kansas
$73K
SC
1040
Steph & Co
Wisconsin
$72.4K
WWMSC
1041
Wagner Wealth Management (South Carolina)
South Carolina
$67.7K
WIM
1042
Westside Investment Management
California
$65.6K
FFC
1043
First Financial Corp
Indiana
$65.5K
GWSA
1044
Global Wealth Strategies & Associates
Colorado
$62.9K
PA
1045
Parallel Advisors
California
$60.4K
AIM
1046
Access Investment Management
Georgia
$59.4K
BA
1047
Ballast Advisors
Minnesota
$59K
LAMC
1048
Longview Asset Management (California)
California
$57.9K
IRAG
1049
Investment Research & Advisory Group
Georgia
$57.8K
SIS
1050
Sound Income Strategies
Florida
$56.6K