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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
CFG
276
Cooper Financial Group
California
$6.47M
B
277
Bensler
Washington
$6.45M
FFA
278
Farther Finance Advisors
California
$6.43M
MWM
279
Modera Wealth Management
New Jersey
$6.37M
IP
280
Ignite Planners
California
$6.36M
FPAS
281
Focus Partners Advisor Solutions
Missouri
$6.36M
AWA
282
Arete Wealth Advisors
Illinois
$6.29M
Charles Schwab
283
Charles Schwab
California
$6.27M
ATWA
284
Arbor Trust Wealth Advisors
Michigan
$6.25M
IPW
285
Intergy Private Wealth
Colorado
$6.24M
CAGAS
286
Capital Advisory Group Advisory Services
Minnesota
$6.24M
HPC
287
HM Payson & Co
Maine
$6.23M
SFG
288
Snider Financial Group
Washington
$6.18M
FIM
289
Freedom Investment Management
Connecticut
$6.1M
PWA
290
Phoenix Wealth Advisors
North Carolina
$6.03M
PWM
291
Penobscot Wealth Management
Maine
$6.01M
FFA
292
Florida Financial Advisors
Florida
$5.85M
GWSG
293
GPS Wealth Strategies Group
Colorado
$5.79M
SCP
294
Stevens Capital Partners
Nebraska
$5.73M
CWA
295
Centennial Wealth Advisory
Michigan
$5.68M
MWA
296
Motive Wealth Advisors
Michigan
$5.6M
CAM
297
Cozad Asset Management
Illinois
$5.59M
SIM
298
Synergy Investment Management
Florida
$5.54M
JFA
299
JNBA Financial Advisors
Minnesota
$5.53M
TFA
300
Tranquilli Financial Advisor
New Jersey
$5.51M