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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
IFA
501
Index Fund Advisors
California
$1.4M
FPW
502
Flagship Private Wealth
Massachusetts
$1.39M
MSWM
503
McGlone Suttner Wealth Management
Wisconsin
$1.39M
TRCT
504
Tower Research Capital (TRC)
New York
$1.38M
LSWP
505
Liberty Square Wealth Partners
Pennsylvania
$1.38M
RIM
506
Redwood Investment Management
Arizona
$1.38M
M
507
MATAURO
New York
$1.37M
FCP
508
Fidelis Capital Partners
Florida
$1.36M
GF
509
GGM Financials
Ohio
$1.33M
IWS
510
Integrity Wealth Solutions
Colorado
$1.29M
RW
511
REDW Wealth
New Mexico
$1.26M
SFC
512
Strategic Financial Concepts
Texas
$1.24M
CWMGP
513
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.23M
OAS
514
Optivise Advisory Services
Tennessee
$1.22M
OIA
515
OneDigital Investment Advisors
Kansas
$1.21M
FMTCOCP
516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.2M
CAM
517
Cresset Asset Management
Illinois
$1.2M
CIAS
518
Capital Investment Advisory Services
North Carolina
$1.18M
DPI
519
Diversified Portfolios Inc
Michigan
$1.18M
RSF
520
Rik Saylor Financial
Ohio
$1.17M
CI
521
Ceera Investments
Texas
$1.16M
HWM
522
Howard Wealth Management
Connecticut
$1.16M
EI
523
Ellevest Inc
New York
$1.14M
TCA
524
Transcend Capital Advisors
New Jersey
$1.13M
VCA
525
Verdence Capital Advisors
Maryland
$1.13M