SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,046 hedge funds and large institutions have $25B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
143
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
WWM
551
WJ Wealth Management
Arizona
$1M
RFC
552
Regions Financial Corp
Alabama
$1M
WPW
553
Waldron Private Wealth
Pennsylvania
$992K
OCBCO
554
Oversea-Chinese Banking Corp (OCBC)
Singapore
$982K
RT
555
Rockland Trust
Massachusetts
$981K
IAN
556
Integrated Advisors Network
Texas
$980K
SWMG
557
Sanchez Wealth Management Group
Florida
$974K
TI
558
Tidal Investments
Wisconsin
$971K
CB
559
Community Bank
New York
$949K
FFWA
560
Forthright Family Wealth Advisory
Texas
$949K
WP
561
WealthPLAN Partners
Nebraska
$942K
LSA
562
Lansing Street Advisors
Pennsylvania
$937K
MAG
563
M3 Advisory Group
Massachusetts
$932K
MIAS
564
Mason Investment Advisory Services
Virginia
$918K
BF
565
BOK Financial
Oklahoma
$917K
BMWM
566
Brown Miller Wealth Management
Virginia
$910K
RWM
567
RKL Wealth Management
Pennsylvania
$896K
HC
568
Headland Capital
South Carolina
$885K
LBC
569
Lowe Brockenbrough & Co
Virginia
$878K
ICMP
570
Integrated Capital Management (Pennsylvania)
Pennsylvania
$878K
BWMG
571
Barnes Wealth Management Group
California
$874K
IF
572
Ironwood Financial
Arizona
$863K
SWA
573
SFMG Wealth Advisors
Texas
$856K
SAM
574
Sequent Asset Management
Texas
$853K
PS
575
Principal Securities
Iowa
$849K