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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
SL
601
SWMG LLC
Texas
$691K
STA
602
Summit Trail Advisors
New York
$690K
LIA
603
LBMC Investment Advisors
Tennessee
$685K
CFS
604
Coordinated Financial Services
Colorado
$679K
LMKC
605
L.M. Kohn & Company
Ohio
$677K
F4L
606
Fortune 45 LLC
Louisiana
$677K
MWM
607
MGB Wealth Management
Texas
$674K
EFG
608
Embree Financial Group
Illinois
$669K
GAG
609
GM Advisory Group
New York
$669K
CP
610
Castleview Partners
Texas
$668K
MMA
611
Miracle Mile Advisors
California
$666K
FPCP
612
Fort Point Capital Partners
California
$663K
FWM
613
ForthRight Wealth Management
Georgia
$663K
SWA
614
Serenus Wealth Advisors
California
$661K
PC
615
Permanens Capital
New York
$653K
MP
616
McDonald Partners
Ohio
$646K
4A
617
4Wealth Advisors
Illinois
$643K
KA
618
Kovack Advisors
Florida
$634K
HAG
619
HF Advisory Group
Maryland
$632K
ACA
620
Affinity Capital Advisors
California
$629K
PB
621
Pinnacle Bancorp
Nebraska
$629K
GC
622
Grimes & Company
Massachusetts
$626K
Brown Advisory
623
Brown Advisory
Maryland
$626K
CastleKeep Investment Advisors
624
CastleKeep Investment Advisors
Connecticut
$625K
WSWA
625
Warren Street Wealth Advisors
California
$618K