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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
SA
126
Scarborough Advisors
Maryland
$26M
RA
127
Riversedge Advisors
Delaware
$25.9M
Truist Financial
128
Truist Financial
North Carolina
$25.8M
KWM
129
Kingsview Wealth Management
Oregon
$25.7M
MWM
130
MBE Wealth Management
Wisconsin
$25.5M
Baird Financial Group
131
Baird Financial Group
Wisconsin
$25.2M
MWM
132
Modern Wealth Management
Kansas
$24.9M
GWM
133
Gibbs Wealth Management
Georgia
$24.6M
BW
134
BIP Wealth
Georgia
$24.4M
PWA
135
Provenance Wealth Advisors
Florida
$24.2M
CWM
136
CarsonAllaria Wealth Management
Illinois
$23.9M
CIA
137
Concurrent Investment Advisors
Florida
$23.9M
FHC
138
First Heartland Consultants
Missouri
$23.7M
SWM
139
SilverOak Wealth Management
Minnesota
$23.6M
WAOI
140
Wealth Advisors of Iowa
Iowa
$23.5M
SP
141
Stonebrook Private
Michigan
$23.5M
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$23.4M
ACA
143
Ackerman Capital Advisors
Texas
$23.3M
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