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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
PFS
626
Prospect Financial Services
New York
$618K
6F
627
626 Financial
Michigan
$614K
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$611K
IFPL
629
Investments & Financial Planning LLC
Kentucky
$611K
BFG
630
Beacon Financial Group
Texas
$602K
DE
631
Diversified Enterprises
Delaware
$601K
CFG
632
Copley Financial Group
California
$585K
SCA
633
Snowden Capital Advisors
New York
$582K
First Trust Advisors
634
First Trust Advisors
Illinois
$580K
VPWA
635
Vestia Personal Wealth Advisors
Indiana
$579K
CF
636
Centaurus Financial
California
$578K
CIA
637
Capital Investment Advisors
Georgia
$575K
NCMW
638
Northern Capital Management (Washington)
Washington
$574K
CL
639
COWA LLC
Oklahoma
$572K
EAM
640
Empirical Asset Management
Massachusetts
$570K
WAG
641
Wallace Advisory Group
California
$569K
NS
642
NBC Securities
Alabama
$568K
LJAC
643
L.J. Altfest & Co
New York
$564K
HA
644
Herold Advisors
New York
$559K
TCM
645
Twin Capital Management
Pennsylvania
$558K
PWM
646
PMG Wealth Management
Illinois
$555K
HIP
647
HUB Investment Partners
Texas
$552K
CB
648
Community Bank
New York
$552K
ST
649
Smithfield Trust
Pennsylvania
$540K
VFG
650
Victory Financial Group
Texas
$539K