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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
Cerity Partners
26
Cerity Partners
New York
$204M +$1.88M +32,415 +0.9%
AWM
27
AE Wealth Management
Kansas
$203M +$5.06M +87,233 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$174M +$31.3M +539,803 +21%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$160M -$105M -1,817,302 -39%
IAA
30
Independent Advisor Alliance
North Carolina
$157M +$158M +2,726,808 +5,108%
PAG
31
Private Advisor Group
New Jersey
$156M -$3.9M -67,158 -2%
DWM
32
Diversify Wealth Management
Utah
$155M +$49.8M +857,802 +49%
OWA
33
Octavia Wealth Advisors
Ohio
$154M +$25.1M +433,122 +19%
Osaic Holdings
34
Osaic Holdings
Arizona
$154M -$23.8M -409,556 -13%
Stifel Financial
35
Stifel Financial
Missouri
$151M +$35.7M +616,193 +30%
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$144M +$8.24M +142,130 +6%
LFS
37
Lutz Financial Services
Nebraska
$138M +$2.71M +46,773 +2%
Betterment LLC
38
Betterment LLC
New York
$127M -$4.85M -83,647 -4%
AWM
39
Angeles Wealth Management
California
$124M +$7.27M +125,407 +6%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$122M +$3.47M +59,796 +3%
Wells Fargo
41
Wells Fargo
California
$122M +$2.65M +45,685 +2%
Mariner
42
Mariner
Kansas
$119M -$798K -13,752 -0.7%
BEI
43
Benjamin Edwards Inc
Missouri
$112M +$26.5M +457,342 +30%
ACM
44
AlphaStar Capital Management
North Carolina
$111M -$21.3M -366,355 -16%
ONB
45
Old National Bancorp
Indiana
$110M +$16.3M +280,354 +17%
FNT
46
First National Trust
Pennsylvania
$108M -$3.7M -63,751 -3%
NB
47
Nicolet Bankshares
Wisconsin
$107M +$68.4M +1,178,631 +167%
MFG
48
Magnus Financial Group
New York
$104M +$4.15M +71,473 +4%
BB
49
Bell Bank
North Dakota
$99.2M +$9.99M +172,282 +11%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$95.3M +$1.95M +33,572 +2%