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State Street SPDR Portfolio S&P 500 Value ETF

1,174 hedge funds and large institutions have $26.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 469 increasing their positions, 419 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.02M

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 419

4% more funds holding in top 10

Funds holding in top 10: 167174 (+7)

2% more funds holding

Funds holding: 1,1541,174 (+20)

2% less capital invested

Capital invested by funds: $27.2B → $26.8B (-$440M)

1.36% less ownership

Funds ownership: 85.87%84.51% (-1.4%)

Holders
1,174
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
14.46%
Holding in Top 10
174
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.19%
% of All Funds
2.14%
New
95
Increased
469
Reduced
419
Closed
55
Calls
$3.64M
Puts
$1.02M
Net Calls
+$2.63M
Net Calls Change
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1176
Diversify Advisory Services
Utah
-$29.2M -501,205 Closed
AWM
1177
Axxcess Wealth Management
California
-$10.2M -179,953 Closed
CAGAS
1178
Capital Advisory Group Advisory Services
Minnesota
-$8.39M -147,719 Closed
Tudor Investment Corp
1179
Tudor Investment Corp
Connecticut
-$6.61M -116,336 Closed
EFH
1180
Eaton Financial Holdings
Florida
-$6.39M -112,479 Closed
OC
1181
Oppenheimer & Co
New York
-$5.1M -89,702 Closed
MFG
1182
Macco Financial Group
Wisconsin
-$5.06M -89,048 Closed
RWA
1183
Redhawk Wealth Advisors
Minnesota
-$1.72M -30,363 Closed
CAS
1184
Coppell Advisory Solutions
Texas
-$1.21M -21,216 Closed
PFA
1185
Pinnacle Family Advisors
Missouri
-$1.1M -19,390 Closed
WP
1186
WealthPLAN Partners
Nebraska
-$968K -17,042 Closed
SFS
1187
Sowell Financial Services
Arkansas
-$844K -14,848 Closed
EWA
1188
Emergent Wealth Advisors
New York
-$783K -13,779 Closed
OC
1189
Opal Capital
Florida
-$1.37M -13,702 Closed
AW
1190
Alteri Wealth
California
-$725K -12,755 Closed
MHS
1191
M Holdings Securities
Oregon
-$595K -10,465 Closed
HIP
1192
HUB Investment Partners
Texas
-$539K -9,486 Closed
IP
1193
Investment Partners
Ohio
-$511K -9,002 Closed
FA
1194
Fortis Advisors
Pennsylvania
-$496K -8,736 Closed
TFP
1195
TrueWealth Financial Partners
Washington
-$483K -8,508 Closed
LC
1196
Lavelle Capital
California
-$476K -8,370 Closed
CAG
1197
Csenge Advisory Group
Florida
-$472K -8,301 Closed
MWM
1198
McMill Wealth Management
Nebraska
-$401K -7,054 Closed
GFG
1199
Greystone Financial Group
Michigan
-$385K -6,773 Closed
TGAM
1200
TBH Global Asset Management
Tennessee
-$291K -5,830 Closed