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State Street SPDR Portfolio S&P 500 Value ETF

1,003 hedge funds and large institutions have $21.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 447 increasing their positions, 339 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
170
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EP Wealth Advisors
California
$2.2M
SIA
427
Schechter Investment Advisors
Michigan
$2.2M
AA
428
ArborFi Advisors
Michigan
$2.19M
GL
429
Graypoint LLC
New York
$2.16M
SWM
430
Seaside Wealth Management
California
$2.15M
FA
431
FF Advisors
California
$2.15M
CAAM
432
Cornerstone Advisors Asset Management
Pennsylvania
$2.13M
WFS
433
WealthGarden F.S.
California
$2.08M
AFP
434
Ausdal Financial Partners
Iowa
$2.08M
USCWA
435
U.S. Capital Wealth Advisors
Texas
$2.06M
WWM
436
WJ Wealth Management
Arizona
$2.06M
BA
437
Bristlecone Advisors
Washington
$2M
MAS
438
MPWM Advisory Solutions
Georgia
$2M
AWP
439
Axis Wealth Partners
Rhode Island
$1.95M
TCM
440
Tradewinds Capital Management
Washington
$1.95M
FIC
441
FCG Investment Company
Tennessee
$1.91M
IC
442
Innealta Capital
Texas
$1.88M
OBWG
443
Onyx Bridge Wealth Group
New York
$1.84M
AWA
444
Arkadios Wealth Advisors
Georgia
$1.83M
William Blair & Company
445
William Blair & Company
Illinois
$1.83M
WP
446
WealthShield Partners
North Carolina
$1.82M
IA
447
IFP Advisors
Florida
$1.82M
BMD
448
Better Money Decisions
New Mexico
$1.82M
CPIG
449
Chicago Partners Investment Group
Illinois
$1.82M
OCM
450
One Capital Management
California
$1.81M