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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
AA
151
Alesco Advisors
New York
$21.4M
SWP
152
Stratos Wealth Partners
Ohio
$21.1M
DC
153
Destiny Capital
Colorado
$20.9M
SFP
154
Strategic Financial Partners
Oregon
$20.8M
GWP
155
Gateway Wealth Partners
Wisconsin
$20.7M
NL
156
Navalign LLC
California
$19.5M
NG
157
Novem Group
New York
$19.2M
CSWG
158
Cardinal Strategic Wealth Guidance
Kentucky
$19.1M
FA
159
Freestate Advisors
Kansas
$19M
WCM
160
Windsor Capital Management
Arizona
$18.9M
CF
161
CBM Financial
Texas
$18.9M
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.7M
PFA
163
Pure Financial Advisors
California
$18.7M
AG
164
Ascent Group
Virginia
$18.6M
CCFM
165
Clear Creek Financial Management
Washington
$18.6M
PW
166
Potentia Wealth
California
$18.4M
AAG
167
Armstrong Advisory Group
Massachusetts
$18.3M
PAS
168
Park Avenue Securities
New York
$18.3M
GAG
169
Goodman Advisory Group
Massachusetts
$18.3M
RPGK
170
Retirement Planning Group (Kansas)
Kansas
$18.1M
SA
171
Sanctuary Advisors
Indiana
$18.1M
HFS
172
Horizon Financial Services
North Carolina
$18.1M
ML
173
McAdam LLC
Pennsylvania
$17.7M
NCMW
174
Northern Capital Management (Washington)
Washington
$17.6M
HPC
175
Hobart Private Capital
North Carolina
$17.5M