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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
UAG
401
United Advisor Group
Ohio
$2.64M
WA
402
Wambolt & Associates
Colorado
$2.6M
CGFA
403
Colton Groome Financial Advisors
North Carolina
$2.53M
RIS
404
Retirement Income Solutions
Michigan
$2.53M
RWA
405
Redhawk Wealth Advisors
Minnesota
$2.5M
WANY
406
Wealthspire Advisors (New York)
New York
$2.48M
OWA
407
Opal Wealth Advisors
New York
$2.45M
OMC
408
Old Mission Capital
Illinois
$2.44M
RWM
409
Riverchase Wealth Management
Texas
$2.43M
BC
410
Burney Company
Virginia
$2.42M
PIFP
411
Partners in Financial Planning
Virginia
$2.41M
SW
412
Simplicity Wealth
New Jersey
$2.41M
JSL
413
JT Stratford LLC
Georgia
$2.41M
BlackRock
414
BlackRock
New York
$2.4M
FA
415
Faithward Advisors
Pennsylvania
$2.4M
AF
416
Advisornet Financial
Minnesota
$2.38M
1SB
417
1ST Source Bank
Indiana
$2.35M
CCMG
418
Clark Capital Management Group
Pennsylvania
$2.32M
WFA
419
Wells Financial Advisors
Massachusetts
$2.3M
TWP
420
Tower Wealth Partners
Pennsylvania
$2.28M
IF
421
Intrua Financial
Texas
$2.26M
FWMP
422
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.23M
WFP
423
Wrenne Financial Planning
Kentucky
$2.23M
WAN
424
Wealth Advisors Northwest
Oregon
$2.21M
SA
425
Sunesis Advisors
Kansas
$2.2M