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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
Bessemer Group
1126
Bessemer Group
New Jersey
$11K
Q1WB
1127
Quest 10 Wealth Builders
Virginia
$10.8K
BDPWM
1128
Barnes Dennig Private Wealth Management
Ohio
$10.2K
WTC
1129
WhitTier Trust Company
Nevada
$10.2K
KFP
1130
Kerr Financial Planning
California
$9.78K
Allspring Global Investments
1131
Allspring Global Investments
North Carolina
$9.23K
AA
1132
Addison Advisors
Vermont
$9.22K
BA
1133
Blueline Advisors
New Hampshire
$7.92K
FPF
1134
First Pacific Financial
Washington
$7.81K
HHGA
1135
Halbert Hargrove Global Advisors
California
$7.7K
UCB
1136
United Community Bank
South Carolina
$7.24K
VWA
1137
Valued Wealth Advisors
Utah
$7.02K
MWM
1138
Magnolia Wealth Management
Alabama
$6.9K
EB
1139
Eastern Bank
Massachusetts
$6.79K
ACM
1140
Anfield Capital Management
California
$6.68K
GI
1141
GAMMA Investing
California
$6.62K
RFG
1142
REAP Financial Group
Texas
$6.57K
WSFS
1143
Wilmington Savings Fund Society
Delaware
$6.45K
BCM
1144
Blume Capital Management
California
$6.34K
GWM
1145
Gilpin Wealth Management
Colorado
$5.66K
AG
1146
AmeriFlex Group
Nevada
$5.21K
VCM
1147
Versant Capital Management
Arizona
$4.92K
BT
1148
Banque Transatlantique
France
$4.19K
CB
1149
CNB Bank
Pennsylvania
$4.07K
MHR
1150
Matthew Hamilton Rosenberg
$3.51K