SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,034 hedge funds and large institutions have $23.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 437 increasing their positions, 339 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
141
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.94M
Puts
$636K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$9.53M
WFPG
227
Waller Financial Planning Group
Ohio
$9.42M
AI
228
Auour Investments
Massachusetts
$9.38M
CAM
229
Cobblestone Asset Management
Virginia
$9.34M
FGAM
230
Financial Gravity Asset Management
Texas
$9.19M
PAS
231
Park Avenue Securities
New York
$9.15M
GB
232
Gunma Bank
Japan
$9.03M
CSWG
233
Cardinal Strategic Wealth Guidance
Kentucky
$8.83M
LWP
234
Laurel Wealth Planning
Minnesota
$8.79M
FNWM
235
Financial Network Wealth Management
Utah
$8.75M
FF
236
Foronjy Financial
California
$8.68M
HSBC Holdings
237
HSBC Holdings
United Kingdom
$8.67M
QC
238
Quent Capital
New York
$8.6M
TF
239
TME Financial
California
$8.6M
LA
240
Lynch & Associates
Indiana
$8.57M
KFI
241
Key Financial Inc
Pennsylvania
$8.44M
1WM
242
1900 Wealth Management
Texas
$8.4M
JWS
243
Juncture Wealth Strategies
Arizona
$8.39M
PFG
244
PAX Financial Group
Texas
$8.26M
AFTS
245
American Financial & Tax Strategies
New York
$8.19M
IWN
246
Independent Wealth Network
Iowa
$8.16M
CAGAS
247
Capital Advisory Group Advisory Services
Minnesota
$8.12M
UFA
248
Uptown Financial Advisors
Texas
$8.1M
SIM
249
Synergy Investment Management
Florida
$8.04M
DWM
250
Denver Wealth Management
Colorado
$7.87M