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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
MA
301
Mutual Advisors
Nebraska
$5.5M
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$5.49M
UCFA
303
United Capital Financial Advisors
Texas
$5.33M
OAM
304
Occidental Asset Management
California
$5.3M
PTC
305
Private Trust Company
Ohio
$5.29M
RA
306
RFG Advisory
Alabama
$5.24M
TC
307
TAGStone Capital
North Carolina
$5.14M
AAS
308
Ameritas Advisory Services
Nebraska
$5.07M
PAS
309
Park Avenue Securities
New York
$5.04M
HI
310
Harbour Investments
Wisconsin
$4.94M
DWM
311
DecisionMap Wealth Management
Virginia
$4.93M
GWP
312
Gateway Wealth Partners
Wisconsin
$4.85M
CM
313
Churchill Management
California
$4.82M
AMG
314
Asset Management Group
Connecticut
$4.81M
S
315
SharpePoint
Arizona
$4.79M
Lido Advisors
316
Lido Advisors
California
$4.76M
TW
317
TritonPoint Wealth
Maryland
$4.75M
BFG
318
Buttonwood Financial Group
Missouri
$4.73M
HFW
319
Horizon Family Wealth
Illinois
$4.65M
GS
320
GTS Securities
New York
$4.6M
RWM
321
Ritholtz Wealth Management
New York
$4.58M
PFG
322
Pacific Financial Group
Washington
$4.47M
SW
323
SVB Wealth
Massachusetts
$4.38M
TW
324
Transform Wealth
Colorado
$4.37M
FIA
325
Foundations Investment Advisors
Arizona
$4.35M