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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
KFGK
376
Keystone Financial Group (Kentucky)
Kentucky
$2.91M
MWC
377
MBM Wealth Consultants
Missouri
$2.88M
WWA
378
WCG Wealth Advisors
Nevada
$2.87M
HSBC Holdings
379
HSBC Holdings
United Kingdom
$2.84M
MCC
380
Money Concepts Capital
Florida
$2.83M
BAM
381
Belpointe Asset Management
Nevada
$2.81M
FCA
382
Fortis Capital Advisors
Kansas
$2.81M
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$2.8M
BCG
384
Breakwater Capital Group
New Jersey
$2.77M
CWM
385
Cordatus Wealth Management
Pennsylvania
$2.76M
SPIA
386
Steward Partners Investment Advisory
New York
$2.75M
GFPC
387
Global Financial Private Client
Florida
$2.74M
VPP
388
Vertex Planning Partners
Illinois
$2.74M
SFA
389
Sequoia Financial Advisors
Ohio
$2.73M
SRA
390
Secured Retirement Advisors
Minnesota
$2.73M
LDB
391
Lee, Danner & Bass
Tennessee
$2.69M
SFG
392
Shum Financial Group
California
$2.69M
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M
CIM
394
Corda Investment Management
Texas
$2.66M
SIM
395
Stratos Investment Management
Ohio
$2.66M
BL
396
Balentine LLC
Georgia
$2.66M
FF
397
Friday Financial
Iowa
$2.66M
PA
398
PSI Advisors
Florida
$2.65M
TI
399
Tidal Investments
Wisconsin
$2.65M
EWM
400
Empirical Wealth Management
Washington
$2.64M