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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
LTL
551
Lowery Thomas LLC
California
$901K
GSIAS
552
Garden State Investment Advisory Services
New Jersey
$898K
BWMG
553
Barnes Wealth Management Group
California
$886K
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$886K
FDW
555
Fourth Dimension Wealth
Ohio
$884K
PS
556
Principal Securities
Iowa
$880K
MA
557
MKT Advisors
California
$873K
SFS
558
Sowell Financial Services
Arkansas
$863K
MW
559
Maia Wealth
Colorado
$861K
MAG
560
M3 Advisory Group
Massachusetts
$849K
WP
561
WealthPLAN Partners
Nebraska
$845K
MIAS
562
Mason Investment Advisory Services
Virginia
$844K
EWAL
563
Emergent Wealth Advisors, LLC
New York
$841K
CW
564
CreativeOne Wealth
Kansas
$835K
DWM
565
Drive Wealth Management
Utah
$831K
KWA
566
Kingswood Wealth Advisors
California
$830K
HC
567
Hurley Capital
New York
$827K
SAM
568
Sequent Asset Management
Texas
$822K
RWM
569
RKL Wealth Management
Pennsylvania
$819K
LBC
570
Lowe Brockenbrough & Co
Virginia
$818K
SP
571
Sequent Planning
Nebraska
$818K
HC
572
Headland Capital
South Carolina
$815K
CCWM
573
Cassaday & Co Wealth Management
Virginia
$810K
AC
574
AIFG Consultants
New York
$803K
IF
575
Ironwood Financial
Arizona
$797K