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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
TP
801
Tranquility Partners
Tennessee
$264K
GFA
802
Gallagher Fiduciary Advisors
Illinois
$263K
CS
803
Capital Square
Tennessee
$263K
ICMP
804
Integrated Capital Management (Pennsylvania)
Pennsylvania
$263K
S
805
SignatureFD
Georgia
$263K
ATPW
806
Ashton Thomas Private Wealth
Arizona
$263K
CA
807
Cambridge Advisors
Nebraska
$262K
LFA
808
Legacy Financial Advisors
Kentucky
$262K
BFF
809
Byrne Financial Freedom
Massachusetts
$260K
KeyBank National Association
810
KeyBank National Association
Ohio
$260K
AWM
811
Accurate Wealth Management
Florida
$259K
DSA
812
Droms Strauss Advisors
Missouri
$256K
SEIA
813
Signature Estate & Investment Advisors
California
$254K
CWM
814
Chicago Wealth Management
Illinois
$253K
AWM
815
Ariadne Wealth Management
California
$250K
LWL
816
Leo Wealth LLC
Texas
$248K
NPF
817
Norris Perne & French
Michigan
$248K
SFB
818
STAR Financial Bank
Indiana
$247K
TYCC
819
Texas Yale Capital Corp
Florida
$246K
SFS
820
Stiles Financial Services
Minnesota
$246K
SW
821
SMART Wealth
Nebraska
$245K
CIBC World Market
822
CIBC World Market
Ontario, Canada
$243K
TWP
823
Triad Wealth Partners
Kansas
$242K
FFW
824
Fusion Family Wealth
New York
$240K
VR
825
Valued Retirements
Texas
$237K