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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
ABC
1201
Associated Banc-Corp
Wisconsin
-$321K -5,647 Closed
FBB
1202
Fulton Breakefield Broenniman
Maryland
-$303K -5,331 Closed
EWP
1203
Equity Wealth Partners
Missouri
-$292K -5,143 Closed
CWM
1204
Chicago Wealth Management
Illinois
-$281K -4,949 Closed
DG
1205
Diesslin Group
Texas
-$280K -4,928 Closed
OA
1206
Oasis Advisors
Iowa
-$280K -4,927 Closed
NPF
1207
Norris Perne & French
Michigan
-$276K -4,854 Closed
GWM
1208
GK Wealth Management
Nevada
-$272K -4,783 Closed
BWS
1209
Buck Wealth Strategies
Colorado
-$261K -4,586 Closed
Fisher Asset Management
1210
Fisher Asset Management
Washington
-$259K -4,555 Closed
PFA
1211
Providence Financial Advisors
Kansas
-$234K -4,123 Closed
EIA
1212
Eldridge Investment Advisors
New Hampshire
-$230K -4,055 Closed
HFS
1213
Hopwood Financial Services
Virginia
-$228K -4,021 Closed
RSWM
1214
Robertson Stephens Wealth Management
California
-$220K -3,873 Closed
VFG
1215
Victory Financial Group
Texas
-$217K -3,814 Closed
PL
1216
Plancorp LLC
Missouri
-$215K -3,791 Closed
AIM
1217
Archer Investment Management
Texas
-$204K -3,597 Closed
CH
1218
Canton Hathaway
Rhode Island
-$123K -2,160 Closed
OC
1219
Optima Capital
Oregon
-$77.9K -1,371 Closed
ODE
1220
O'Domhnaill Enterprises
Wyoming
-$43.2K -761 Closed
IIM
1221
IFC & Insurance Marketing
California
-$38K -664 Closed
HWP
1222
Highline Wealth Partners
California
-$25.6K -451 Closed
AFG
1223
Albion Financial Group
Utah
-$21.8K -384 Closed
CTWM
1224
Cherry Tree Wealth Management
Minnesota
-$14.7K -259 Closed
FFO
1225
Fortitude Family Office
Arizona
-$13.5K -238 Closed