SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,042 hedge funds and large institutions have $24.9B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 439 increasing their positions, 343 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
142
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.94M
Puts
$636K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
Simplicity Wealth
New Jersey
$2.96M
CIM
377
Corda Investment Management
Texas
$2.95M
WWA
378
WCG Wealth Advisors
Nevada
$2.94M
SRA
379
Secured Retirement Advisors
Minnesota
$2.93M
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93M
FF
381
Friday Financial
Iowa
$2.91M
CSS
382
Cubist Systematic Strategies
Connecticut
$2.91M
KCP
383
Kera Capital Partners
California
$2.9M
KAM
384
Kensington Asset Management
Texas
$2.87M
Citigroup
385
Citigroup
New York
$2.83M
CWM
386
Cordatus Wealth Management
Pennsylvania
$2.83M
YWM
387
Yukon Wealth Management
Kansas
$2.82M
AWP
388
Axis Wealth Partners
Rhode Island
$2.81M
VW
389
Vance Wealth
California
$2.81M
FA
390
Fountainhead AM
New Jersey
$2.81M
TWP
391
Tower Wealth Partners
Pennsylvania
$2.81M
FA
392
Faithward Advisors
Pennsylvania
$2.8M
BCG
393
Breakwater Capital Group
New Jersey
$2.8M
DFG
394
Demars Financial Group
Washington
$2.79M
WFS
395
WealthGarden F.S.
California
$2.71M
JSL
396
JT Stratford LLC
Georgia
$2.69M
EWM
397
Empirical Wealth Management
Washington
$2.67M
NG
398
Norden Group
Utah
$2.66M
1SB
399
1ST Source Bank
Indiana
$2.66M
RWM
400
Riverchase Wealth Management
Texas
$2.63M