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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
326
Citizens Financial Group
Rhode Island
$4.35M
AI
327
Atom Investors
Texas
$4.32M
MW
328
Marcum Wealth
Ohio
$4.27M
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$4.25M
GSWM
330
Golden State Wealth Management
California
$4.19M
CWA
331
Clarus Wealth Advisors
Arizona
$4.19M
BBA
332
Braun-Bostich & Associates
Pennsylvania
$4.17M
CCAL
333
City Center Advisors LLC
Michigan
$4.12M
MCM
334
MidAtlantic Capital Management
Virginia
$4.09M
IWP
335
IAG Wealth Partners
Wisconsin
$4.07M
PWH
336
Priebe Wealth Holdings
Minnesota
$4M
SHJ
337
Sharkey, Howes & Javer
Colorado
$3.96M
TSWM
338
Tyler-Stone Wealth Management
Ohio
$3.91M
WC
339
Waterloo Capital
Texas
$3.87M
AMM
340
American Money Management
California
$3.85M
MW
341
Members Wealth
Pennsylvania
$3.8M
CWM
342
Copia Wealth Management
Oregon
$3.77M
PWM
343
Perigon Wealth Management
California
$3.75M
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$3.71M
RBWA
345
RFG - Bristol Wealth Advisors
Massachusetts
$3.67M
IA
346
Inspire Advisors
Idaho
$3.65M
TDWM
347
Topel & Distasi Wealth Management
California
$3.64M
SL
348
Salomon & Ludwin
Virginia
$3.62M
RTL
349
Red Tortoise LLC
Georgia
$3.57M
Citigroup
350
Citigroup
New York
$3.53M