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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
CRI
576
Colonial River Investments
Virginia
$795K
LFAS
577
Level Four Advisory Services
Texas
$777K
MAWCM
578
Mine & Arao Wealth Creation & Management
California
$776K
FI
579
Financial Insights
Washington
$774K
HAM
580
Hickory Asset Management
Ohio
$772K
TWP
581
Tempus Wealth Planning
California
$772K
WA
582
Wealthstream Advisors
New York
$763K
BWL
583
Bogart Wealth LLC
Virginia
$755K
ACM
584
Advance Capital Management
Michigan
$755K
AC
585
AWM Capital
Arizona
$747K
PI
586
PFG Investments
New York
$747K
CBA
587
Coastal Bridge Advisors
Connecticut
$747K
LWM
588
LeConte Wealth Management
Tennessee
$744K
WAM
589
Wallington Asset Management
Indiana
$743K
HCC
590
Hirtle Callaghan & Co
Pennsylvania
$741K
BWM
591
BCGM Wealth Management
Indiana
$740K
CT
592
Caldwell Trust
Florida
$725K
Pathstone Holdings
593
Pathstone Holdings
New Jersey
$724K
SAG
594
SageView Advisory Group
California
$721K
KCP
595
Kera Capital Partners
California
$714K
FFA
596
Frazier Financial Advisors
Ohio
$712K
GSC
597
Ground Swell Capital
South Carolina
$710K
GJIA
598
Glass Jacobson Investment Advisors
Maryland
$702K
AO
599
Advisor OS
Illinois
$701K
LF
600
Lantz Financial
Illinois
$698K