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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.61B -$22.9M -394,776 -0.5%
LPL Financial
2
LPL Financial
California
$2.91B +$80.4M +1,386,584 +3%
Goldman Sachs
3
Goldman Sachs
New York
$1.29B +$18.3M +316,317 +1%
AF
4
Allworth Financial
California
$1.12B +$4.16M +71,787 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$530M -$602M -10,373,342 -53%
VA
6
Valmark Advisers
Ohio
$509M +$14.8M +255,913 +3%
Ameriprise
7
Ameriprise
Minnesota
$414M -$57.9M -998,637 -12%
Bank of America
8
Bank of America
North Carolina
$409M -$25M -431,004 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$384M +$6.27M +108,103 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$363M +$23.4M +402,863 +7%
UBS Group
11
UBS Group
Switzerland
$348M -$19.7M -338,773 -5%
WJA
12
Willis Johnson & Associates
Texas
$343M +$15.6M +268,484 +5%
HI
13
Horizon Investments
North Carolina
$302M +$84.8M +1,461,146 +38%
AA
14
Advisory Alpha
Michigan
$280M -$40.4M -696,576 -12%
EH
15
Equitable Holdings
New York
$278M -$15.5M -266,560 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$272M +$38.5M +664,404 +16%
NP
17
NorthRock Partners
Minnesota
$259M +$9.81M +169,114 +4%
VIA
18
Vantagepoint Investment Advisers
District of Columbia
$245M -$7.9M -136,187 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$243M -$99M -1,706,209 -28%
CWM
20
Connecticut Wealth Management
Connecticut
$243M +$37.1M +640,278 +18%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$238M +$13.4M +230,152 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$235M +$4.45M +76,764 +2%
DWM
23
Dynasty Wealth Management
Florida
$225M +$20.4M +351,541 +10%
QWP
24
Quotient Wealth Partners
Texas
$217M +$15.8M +272,930 +8%
TCIIS
25
TIAA-CREF Individual & Institutional Services
New York
$210M +$215M +3,714,629 New