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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
RA
126
Riversedge Advisors
Delaware
$25.9M
Truist Financial
127
Truist Financial
North Carolina
$25.8M
KWM
128
Kingsview Wealth Management
Oregon
$25.7M
MWM
129
MBE Wealth Management
Wisconsin
$25.5M
Baird Financial Group
130
Baird Financial Group
Wisconsin
$25.2M
MWM
131
Modern Wealth Management
Kansas
$24.9M
GWM
132
Gibbs Wealth Management
Georgia
$24.6M
BW
133
BIP Wealth
Georgia
$24.4M
PWA
134
Provenance Wealth Advisors
Florida
$24.2M
CWM
135
CarsonAllaria Wealth Management
Illinois
$23.9M
CIA
136
Concurrent Investment Advisors
Florida
$23.9M
FHC
137
First Heartland Consultants
Missouri
$23.7M
SWM
138
SilverOak Wealth Management
Minnesota
$23.6M
WAOI
139
Wealth Advisors of Iowa
Iowa
$23.5M
SP
140
Stonebrook Private
Michigan
$23.5M
MWPCG
141
Measured Wealth Private Client Group
New Hampshire
$23.4M
ACA
142
Ackerman Capital Advisors
Texas
$23.3M
NA
143
NewEdge Advisors
Louisiana
$22.9M
AF
144
Abound Financial
California
$22.7M
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$22.3M
VH
146
Visionary Horizons
Tennessee
$22M
GC
147
Granville Capital
North Carolina
$22M
KPWS
148
Kestra Private Wealth Services
Texas
$21.7M
CBU
149
CIBC Bancorp USA
Illinois
$21.5M
TFA
150
TPG Financial Advisors
Oregon
$21.4M