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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
CI
176
CX Institutional
Indiana
$17.4M
VCP
177
Verus Capital Partners
Arizona
$17.3M
AssetMark Inc
178
AssetMark Inc
California
$17.2M
1IA
179
1834 Investment Advisors
Wisconsin
$17.2M
CF
180
Collier Financial
Colorado
$17.1M
IWA
181
Inspirion Wealth Advisors
Illinois
$17M
GLR
182
Great Lakes Retirement
Ohio
$16.9M
TW
183
Tempo Wealth
Ohio
$16.6M
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$16.3M
PA
185
Probity Advisors
Texas
$15.9M
BCM
186
Brookstone Capital Management
Illinois
$15.8M
RF
187
rebel Financial
Ohio
$15.8M
FF
188
Francis Financial
$15.7M
SF
189
Symphony Financial
Texas
$15.6M
KAS
190
Kestra Advisory Services
Texas
$15.5M
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$15.5M
PWM
192
Power Wealth Management
Georgia
$15.4M
AWM
193
Atticus Wealth Management
Florida
$14.6M
MWM
194
Meridian Wealth Management
Kentucky
$14.4M
SIG
195
Sargent Investment Group
Maryland
$14.4M
SI
196
Stephens Inc
Arkansas
$14.4M
VBFP
197
Valtinson Bruner Financial Planning
Minnesota
$14.2M
HBT
198
Hills Bank & Trust
Iowa
$14.1M
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$14M
CG
200
Cynosure Group
Utah
$13.9M