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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
MG
726
Mather Group
Illinois
$363K
ISB
727
Iowa State Bank
Iowa
$363K
MWM
728
McMill Wealth Management
Nebraska
$360K
TI
729
Truepoint Inc
Ohio
$359K
MAG
730
Mayfair Advisory Group
Alabama
$358K
Vanguard Group
731
Vanguard Group
Pennsylvania
$358K
WAS
732
Wealth Advisory Solutions
Indiana
$355K
MSF
733
Mustard Seed Financial
Arkansas
$355K
GAM
734
Grandview Asset Management
Pennsylvania
$348K
GFG
735
Greystone Financial Group
Michigan
$347K
GWMR
736
GC Wealth Management RIA
Massachusetts
$345K
RWPA
737
Richard W. Paul & Associates
Michigan
$344K
HNB
738
Huntington National Bank
Ohio
$344K
EP
739
Edgestream Partners
New Jersey
$343K
TPWM
740
Twelve Points Wealth Management
Massachusetts
$341K
KCM
741
KM Capital Management
Texas
$337K
RIA
742
Realta Investment Advisors
Delaware
$337K
AFG
743
Atomi Financial Group
New York
$336K
MCCP
744
Mission Creek Capital Partners
California
$335K
CA
745
Continuum Advisory
Idaho
$335K
MWM
746
Mascagni Wealth Management
Mississippi
$334K
WGCA
747
Wolf Group Capital Advisors
Virginia
$333K
BC
748
Brio Consultants
California
$333K
VF
749
Vawter Financial
Ohio
$333K
CL
750
Choreo LLC
Illinois
$330K