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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
SEI Investments
651
SEI Investments
Pennsylvania
$538K
DA
652
Detalus Advisors
Missouri
$538K
FGA
653
Fortis Group Advisors
New Jersey
$537K
JCIA
654
Jackson Creek Investment Advisors
Colorado
$533K
HAS
655
HBW Advisory Services
California
$532K
CPRC
656
Consolidated Portfolio Review Corp
New York
$530K
SB
657
Strategic Blueprint
Georgia
$518K
CS
658
Crescent Sterling
Louisiana
$516K
CG
659
Caprock Group
Idaho
$510K
HF
660
HRT Financial
New York
$496K
AWA
661
Arbor Wealth Advisors
Michigan
$493K
CIC
662
Carnegie Investment Counsel
Ohio
$493K
Two Sigma Investments
663
Two Sigma Investments
New York
$490K
IWB
664
Innovative Wealth Building
Maryland
$489K
FFG
665
Frisch Financial Group
New York
$484K
TFG
666
Tilson Financial Group
New Jersey
$479K
DC
667
Darrow Company
Massachusetts
$478K
EFG
668
Everhart Financial Group
Ohio
$472K
LFA
669
LGT Financial Advisors
Texas
$465K
FF
670
Fortitude Financial
Washington
$465K
TFS
671
Thoroughbred Financial Services
Tennessee
$464K
IP
672
Investment Partners
Ohio
$460K
NW
673
NewEdge Wealth
Pennsylvania
$454K
SMA
674
Sage Mountain Advisors
Georgia
$452K
MW
675
MBL Wealth
North Carolina
$451K