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SPDR Portfolio S&P 500 Value ETF

1,002 hedge funds and large institutions have $21.7B invested in 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, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
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
IA
226
IFG Advisory
Georgia
$9.59M
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$9.49M
AWM
228
Axxcess Wealth Management
California
$9.48M
GB
229
Gunma Bank
Japan
$9M
AWS
230
Atria Wealth Solutions
New York
$8.98M
JWS
231
Juncture Wealth Strategies
Arizona
$8.97M
PC
232
Pecaut & Co
Iowa
$8.83M
AI
233
Atria Investments
North Carolina
$8.79M
BWM
234
BCS Wealth Management
Tennessee
$8.79M
AAS
235
Asset Allocation Strategies
Michigan
$8.57M
CF
236
Collier Financial
Colorado
$8.5M
FGAM
237
Financial Gravity Asset Management
Texas
$8.35M
QC
238
Quent Capital
New York
$8.35M
PWG
239
Portside Wealth Group
Utah
$8.33M
PWG
240
Private Wealth Group
Florida
$8.3M
OPS
241
Orion Portfolio Solutions
Nebraska
$8.28M
BCI
242
Brinker Capital Investments
Pennsylvania
$8.28M
PFG
243
PAX Financial Group
Texas
$8.18M
PC
244
Promus Capital
Illinois
$8M
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$7.92M
CAM
246
Cobblestone Asset Management
Virginia
$7.89M
1WM
247
1900 Wealth Management
Texas
$7.87M
AssetMark Inc
248
AssetMark Inc
California
$7.86M
FAIM
249
Financial Advocates Investment Management
Washington
$7.83M
TC
250
Trilogy Capital
California
$7.74M