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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
BAM
326
Belpointe Asset Management
Nevada
$4.96M
FCA
327
Fortis Capital Advisors
Kansas
$4.96M
CW
328
CreativeOne Wealth
Kansas
$4.92M
IA
329
Inspire Advisors
Idaho
$4.8M
GSWM
330
Golden State Wealth Management
California
$4.78M
DWM
331
DecisionMap Wealth Management
Virginia
$4.77M
CWA
332
Clarus Wealth Advisors
Arizona
$4.76M
CFG
333
Cooper Financial Group
California
$4.76M
FFN
334
Focus Financial Network
Minnesota
$4.75M
WC
335
Waterloo Capital
Texas
$4.71M
UCFA
336
United Capital Financial Advisors
Texas
$4.66M
AWA
337
Arete Wealth Advisors
Illinois
$4.66M
PTC
338
Private Trust Company
Ohio
$4.64M
MAMG
339
Milestone Asset Management Group
Connecticut
$4.54M
Citadel Advisors
340
Citadel Advisors
Florida
$4.53M
CRA
341
Clear Retirement Advice
California
$4.52M
CI
342
Ceera Investments
Texas
$4.49M
CAL
343
Capital Analysts LLC
Pennsylvania
$4.38M
QCM
344
Quantinno Capital Management
New York
$4.37M
PWM
345
Penobscot Wealth Management
Maine
$4.36M
EA
346
Eclectic Associates
California
$4.31M
NS
347
NBC Securities
Alabama
$4.28M
AMM
348
American Money Management
California
$4.24M
ASN
349
Advisory Services Network
Georgia
$4.23M
PAG
350
Private Advisory Group
Washington
$4.2M