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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
MAM
776
MMA Asset Management
Pennsylvania
$293K
AC
777
AlphaCore Capital
California
$293K
SG
778
Sharper & Granite
California
$290K
WIM
779
WealthPlan Investment Management
Nebraska
$290K
DAS
780
Dynamic Advisor Solutions
Arizona
$289K
GCP
781
Gill Capital Partners
Colorado
$287K
SWM
782
SFG Wealth Management
Maryland
$287K
CB
783
Chris Bulman
California
$285K
RSWM
784
Robertson Stephens Wealth Management
California
$284K
PCA
785
Prosperity Capital Advisors
Ohio
$284K
ICP
786
Interchange Capital Partners
Pennsylvania
$281K
WWP
787
Wise Wealth Partners
Arizona
$280K
AWM
788
Accel Wealth Management
Iowa
$280K
AWM
789
Apollon Wealth Management
South Carolina
$275K
BPA
790
Beacon Pointe Advisors
California
$274K
SIC
791
Sterling Investment Counsel
New York
$273K
DC
792
Davenport & Co
Virginia
$272K
SFM
793
Stack Financial Management
Montana
$271K
T
794
Tidemark
California
$270K
CWP
795
Concord Wealth Partners
Virginia
$268K
ES
796
ETF Store
Kansas
$268K
CFP
797
Cascade Financial Partners
California
$267K
PWA
798
Provenance Wealth Advisors
Florida
$266K
EFG
799
Erickson Financial Group
Pennsylvania
$265K
RWM
800
Rockwood Wealth Management
Pennsylvania
$264K