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
FEG
501
Fund Evaluation Group
Ohio
$1.44M
HFA
502
Hutchinson Financial Advisors
Virginia
$1.43M
MA
503
MKT Advisors
California
$1.4M
TCA
504
Transcend Capital Advisors
New Jersey
$1.39M
CAMG
505
CWA Asset Management Group
Florida
$1.39M
RW
506
REDW Wealth
New Mexico
$1.37M
CFS
507
Commonwealth Financial Services
West Virginia
$1.36M
CFB
508
Cullen/Frost Bankers
Texas
$1.36M
MGIA
509
Moneta Group Investment Advisors
Missouri
$1.35M
MCM
510
MAI Capital Management
Ohio
$1.35M
HWA
511
Heritage Wealth Architects
Minnesota
$1.32M
AO
512
Advisor OS
Illinois
$1.32M
DPI
513
Diversified Portfolios Inc
Michigan
$1.29M
RSF
514
Rik Saylor Financial
Ohio
$1.28M
ASN
515
Advisory Services Network
Georgia
$1.28M
M
516
MATAURO
New York
$1.27M
EI
517
Ellevest Inc
New York
$1.25M
WPC
518
White Pine Capital
Minnesota
$1.24M
CA
519
Calton & Associates
Florida
$1.24M
OAS
520
Optivise Advisory Services
Tennessee
$1.24M
William Blair & Company
521
William Blair & Company
Illinois
$1.23M
PI
522
PFG Investments
New York
$1.22M
SAI
523
Savvy Advisors Inc
New York
$1.22M
FDW
524
Fourth Dimension Wealth
Ohio
$1.21M
HWM
525
Howard Wealth Management
Connecticut
$1.2M