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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
MCM
526
MAI Capital Management
Ohio
$1.13M
TW
527
Towerpoint Wealth
California
$1.12M
RFP
528
Root Financial Partners
California
$1.12M
SPC
529
Sigma Planning Corp
Michigan
$1.11M
LSA
530
Lansing Street Advisors
Pennsylvania
$1.09M
CFB
531
Cullen/Frost Bankers
Texas
$1.08M
ASN
532
Advisory Services Network
Georgia
$1.07M
SPWM
533
Schrum Private Wealth Management
Florida
$1.06M
CA
534
Centerpoint Advisors
Massachusetts
$1.05M
ACM
535
Advisors Capital Management
New Jersey
$1.05M
TFA
536
Tobias Financial Advisors
Florida
$1.03M
GT
537
Greenleaf Trust
Michigan
$1.02M
SC
538
Syon Capital
California
$1.01M
IAN
539
Integrated Advisors Network
Texas
$1.01M
CAG
540
Csenge Advisory Group
Florida
$990K
ATC
541
Argent Trust Co
Tennessee
$974K
WPC
542
White Pine Capital
Minnesota
$968K
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$960K
OCBCO
544
Oversea-Chinese Banking Corp (OCBC)
Singapore
$958K
SCM
545
Spring Capital Management
Texas
$944K
MGIA
546
Moneta Group Investment Advisors
Missouri
$934K
RFC
547
Regions Financial Corp
Alabama
$933K
SAI
548
Savvy Advisors Inc
New York
$933K
WPW
549
Waldron Private Wealth
Pennsylvania
$915K
CWG
550
Cornerstone Wealth Group
North Carolina
$902K