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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
QCG
1051
Quadrant Capital Group
Ohio
$56.6K
SC
1052
SouthState Corp
Florida
$56.6K
NFSG
1053
Newbridge Financial Services Group
Florida
$51.5K
SIC
1054
Salem Investment Counselors
North Carolina
$50.8K
BAM
1055
Byrne Asset Management
New Jersey
$50.4K
EPL
1056
Essential Partners LLC
California
$49.2K
GWM
1057
Grand Wealth Management
Michigan
$47.6K
MAFA
1058
MJT & Associates Financial Advisory
Minnesota
$47.5K
TWM
1059
TopTier Wealth Management
Wisconsin
$45.8K
EPAM
1060
Evelyn Partners Asset Management
$45.6K
TFM
1061
TFC Financial Management
Massachusetts
$45.2K
SGK
1062
Steigerwald Gordon & Koch
Virginia
$45K
DF
1063
DecisionPoint Financial
Arizona
$42.4K
CA
1064
Crewe Advisors
Utah
$41.8K
FIM
1065
FWL Investment Management
Texas
$41.6K
KG
1066
Kilter Group
New York
$40.8K
NSIM
1067
North Star Investment Management
Illinois
$40.2K
CW
1068
Curio Wealth
Maryland
$39.9K
FCAS
1069
First Command Advisory Services
Texas
$39.4K
AUB
1070
Atlantic Union Bankshares
Virginia
$39.1K
BIAS
1071
Beacon Investment Advisory Services
New Jersey
$38K
VWA
1072
VSM Wealth Advisory
Maryland
$37.6K
AF
1073
Align Financial
Minnesota
$37.4K
WSA
1074
Wealth Science Advisors
Georgia
$37.2K
FC
1075
Financial Consulate
Maryland
$36.8K