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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
MWA
351
Motive Wealth Advisors
Michigan
$4.18M
VWA
352
Visionary Wealth Advisors
Illinois
$4.18M
Citigroup
353
Citigroup
New York
$4.17M
CL
354
CVFG LLC
Indiana
$4.17M
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$4.15M
UBS AM
356
UBS AM
Illinois
$4.13M
P
357
Palladiem
Pennsylvania
$4.12M
TP
358
TritonPoint Partners
Maryland
$4.11M
IA
359
Integrity Alliance
Iowa
$4.01M
RTL
360
Red Tortoise LLC
Georgia
$4.01M
PFG
361
PAX Financial Group
Texas
$4M
PIFP
362
Partners in Financial Planning
Virginia
$3.97M
BlackRock
363
BlackRock
New York
$3.96M
PCIA
364
Prime Capital Investment Advisors
Kansas
$3.95M
FIM
365
Freedom Investment Management
Connecticut
$3.94M
AO
366
Advisor OS
Illinois
$3.89M
MCM
367
MidAtlantic Capital Management
Virginia
$3.87M
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$3.83M
CFG
369
Citizens Financial Group
Rhode Island
$3.77M
JFA
370
JNBA Financial Advisors
Minnesota
$3.74M
MCC
371
Money Concepts Capital
Florida
$3.69M
JFG
372
JDM Financial Group
Texas
$3.67M
CWM
373
Cornerstone Wealth Management
Missouri
$3.66M
CPIG
374
Chicago Partners Investment Group
Illinois
$3.61M
SFG
375
Shum Financial Group
California
$3.61M