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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
DWP
1151
Destiny Wealth Partners
Florida
$3.51K
SHIM
1152
Stone House Investment Management
Pennsylvania
$3.4K
HBW
1153
Hazlett, Burt & Watson
West Virginia
$3K
MS
1154
Monetary Solutions
Ohio
$2.83K
SAS
1155
Spurstone Advisory Services
Connecticut
$2.26K
HB
1156
Horizon Bancorp
Indiana
$2K
CSC
1157
Caldwell Sutter Capital
California
$1.7K
CPL
1158
Capital & Planning LLC
Georgia
$1.54K
BIM
1159
Breakwater Investment Management
Washington
$1.47K
IA
1160
IFG Advisory
Georgia
$1.36K
SN
1161
Sittner & Nelson
Oregon
$962
RWM
1162
Rialto Wealth Management
New York
$906
TWD
1163
True Wealth Design
Ohio
$397
FCMT
1164
Founders Capital Management (Texas)
Texas
$243
DFA
1165
DHJJ Financial Advisors
Illinois
$178
RCM
1166
Raleigh Capital Management
North Carolina
$18
DAS
1167
Diversify Advisory Services
Utah
AWM
1168
Axxcess Wealth Management
California
CAGAS
1169
Capital Advisory Group Advisory Services
Minnesota
Tudor Investment Corp
1170
Tudor Investment Corp
Connecticut
EFH
1171
Eaton Financial Holdings
Florida
OC
1172
Oppenheimer & Co
New York
MFG
1173
Macco Financial Group
Wisconsin
RWA
1174
Redhawk Wealth Advisors
Minnesota
CAS
1175
Coppell Advisory Solutions
Texas