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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
LWMI
1076
Legacy Wealth Management (Idaho)
Idaho
$36.1K
ACA
1077
Atlas Capital Advisors
Wyoming
$35K
ZBNA
1078
Zions Bancorporation, National Association
Utah
$34.9K
LWM
1079
Lodestone Wealth Management
Washington
$34.7K
PPC
1080
Park Place Capital
Alabama
$33.8K
OWP
1081
ORG Wealth Partners
Texas
$32.6K
BCWM
1082
Bartlett & Co Wealth Management
Ohio
$32.4K
FDCP
1083
Foster Dykema Cabot & Partners
Massachusetts
$32.2K
CH
1084
CDKV Holdings
Colorado
$31.7K
PF
1085
PlanVest Financial
Maryland
$31.3K
TCM
1086
Triumph Capital Management
Colorado
$31K
CFO
1087
CVA Family Office
Colorado
$30.5K
TF
1088
Tompkins Financial
New York
$29.8K
AP
1089
Advisortrust Partners
North Carolina
$29.3K
FAI
1090
Fiduciary Advisors Inc
Missouri
$28.8K
APW
1091
Atlantic Private Wealth
North Carolina
$28.5K
SEP
1092
Signature Equity Partners
Ohio
$28.3K
MFP
1093
Meramec Financial Planners
Missouri
$28.1K
LHEI
1094
Leo H. Evart Inc
California
$25.2K
KFAS
1095
Keating Financial Advisory Services
Kansas
$24.4K
HFM
1096
Hartford Financial Management
Connecticut
$23.8K
WTA
1097
Washington Trust Advisors
Massachusetts
$22.7K
CAL
1098
Capital Advisors Ltd
Ohio
$22K
NF
1099
Napier Financial
Massachusetts
$21.5K
GPFA
1100
Game Plan Financial Advisors
Ohio
$21.2K