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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
DW30
676
Drucker Wealth 3.0
New Jersey
$450K
Fisher Asset Management
677
Fisher Asset Management
Washington
$448K
TWM
678
Trueblood Wealth Management
Ohio
$445K
ST
679
Somerset Trust
Pennsylvania
$445K
BBPWM
680
Blue Bell Private Wealth Management
Pennsylvania
$441K
OC
681
Oarsman Capital
Wisconsin
$439K
KIA
682
Kraematon Investment Advisors
Massachusetts
$438K
RF
683
Rossby Financial
Florida
$436K
TNBTD
684
Trustmark National Bank Trust Department
Mississippi
$433K
BA
685
Bluesphere Advisors
Pennsylvania
$432K
BBNA
686
Bremer Bank National Association
Minnesota
$432K
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$429K
AW
688
Alteri Wealth
California
$426K
PFA
689
Portland Financial Advisors
New York
$423K
BI
690
Ballast Inc
Kentucky
$422K
CFS
691
Compass Financial Services
Iowa
$420K
DFG
692
Dynamic Financial Group
Iowa
$419K
AWA
693
Acorn Wealth Advisors
Michigan
$419K
EWA
694
Exencial Wealth Advisors
Oklahoma
$418K
BFS
695
BridgePort Financial Solutions
Iowa
$413K
FFBTD
696
First Financial Bank - Trust Division
Ohio
$411K
RPC
697
Rossmore Private Capital
Connecticut
$411K
CCA
698
Clarity Capital Advisors
Florida
$410K
LIA
699
Lynx Investment Advisory
District of Columbia
$403K
PWP
700
PrairieView Wealth Partners
Illinois
$402K