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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
GWM
101
Geneos Wealth Management
Colorado
$33.5M
HAG
102
HighPoint Advisor Group
Illinois
$33.3M
Northern Trust
103
Northern Trust
Illinois
$32.4M
MFS
104
McNamara Financial Services
Massachusetts
$32.1M
JSW
105
Journey Strategic Wealth
New Jersey
$31.9M
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$31.7M
EWA
107
ERTS Wealth Advisors
Michigan
$31.1M
APP
108
Avantax Planning Partners
Iowa
$30.8M
NG
109
Navigation Group
California
$30.8M
CWA
110
Choice Wealth Advisors
Maine
$30.7M
FTS
111
Fifth Third Securities
Ohio
$30.4M
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$30.2M
Prudential Financial
113
Prudential Financial
New Jersey
$29.7M
SW
114
SkyOak Wealth
Michigan
$29.4M
SFM
115
Signet Financial Management
New Jersey
$28.8M
FTWA
116
Fifth Third Wealth Advisors
Ohio
$28.5M
RA
117
Rodgers & Associates
Pennsylvania
$28.2M
LGW
118
Leslie Global Wealth
Illinois
$27.9M
HC
119
Hamilton Capital
Ohio
$27.5M
HG
120
Harbor Group
New Hampshire
$27.5M
WWM
121
Western Wealth Management
Colorado
$27.1M
MSRI
122
Michael S. Ryan Inc
New York
$26.2M
MOS
123
MGO One Seven
Ohio
$26.1M
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$26.1M
SA
125
Scarborough Advisors
Maryland
$26M