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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
CI
351
Cavalier Investments
Georgia
$3.53M
JWCA
352
J.W. Cole Advisors
Florida
$3.52M
WCM
353
WealthTrak Capital Management
Virginia
$3.44M
KFP
354
Keener Financial Planning
Texas
$3.44M
MAMG
355
Milestone Asset Management Group
Connecticut
$3.43M
Comerica Bank
356
Comerica Bank
Texas
$3.42M
AQR Capital Management
357
AQR Capital Management
Connecticut
$3.36M
JFG
358
JDM Financial Group
Texas
$3.36M
ITB
359
Idaho Trust Bank
Idaho
$3.34M
TCWM
360
Total Clarity Wealth Management
Illinois
$3.34M
GEA
361
Glen Eagle Advisors
New Jersey
$3.33M
CWM
362
Cornerstone Wealth Management
Missouri
$3.32M
US Bancorp
363
US Bancorp
Minnesota
$3.25M
YWM
364
Yukon Wealth Management
Kansas
$3.24M
PA
365
Prism Advisors
California
$3.21M
AIS
366
American Investment Services
Massachusetts
$3.2M
PFS
367
Prospera Financial Services
Texas
$3.16M
BMWS
368
Brady Martz Wealth Solutions
North Dakota
$3.13M
QCM
369
Quantinno Capital Management
New York
$3.09M
IJWM
370
Inman Jager Wealth Management
Mississippi
$3.05M
RMAM
371
Raab & Moskowitz Asset Management
New Jersey
$3M
CAC
372
Certified Advisory Corp
Florida
$2.99M
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$2.98M
SP
374
Stonebrook Private
Michigan
$2.96M
VW
375
Vance Wealth
California
$2.94M