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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
Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
174
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
CWM
326
Curtis Wealth Management
Nevada
$5.09M
SOS
327
Silver Oak Securities
Tennessee
$5.03M
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$4.99M
BF
329
Benchmark Financial
Delaware
$4.96M
BAM
330
Belpointe Asset Management
Nevada
$4.96M
FCA
331
Fortis Capital Advisors
Kansas
$4.96M
CW
332
CreativeOne Wealth
Kansas
$4.92M
IA
333
Inspire Advisors
Idaho
$4.8M
GSWM
334
Golden State Wealth Management
California
$4.78M
DWM
335
DecisionMap Wealth Management
Virginia
$4.77M
CWA
336
Clarus Wealth Advisors
Arizona
$4.76M
CFG
337
Cooper Financial Group
California
$4.76M
FFN
338
Focus Financial Network
Minnesota
$4.75M
WC
339
Waterloo Capital
Texas
$4.71M
UCFA
340
United Capital Financial Advisors
Texas
$4.66M
AWA
341
Arete Wealth Advisors
Illinois
$4.66M
PTC
342
Private Trust Company
Ohio
$4.64M
MAMG
343
Milestone Asset Management Group
Connecticut
$4.54M
Citadel Advisors
344
Citadel Advisors
Florida
$4.53M
CRA
345
Clear Retirement Advice
California
$4.52M
CI
346
Ceera Investments
Texas
$4.49M
CAL
347
Capital Analysts LLC
Pennsylvania
$4.38M
QCM
348
Quantinno Capital Management
New York
$4.37M
PWM
349
Penobscot Wealth Management
Maine
$4.36M
EA
350
Eclectic Associates
California
$4.31M