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
RF
701
Rossby Financial
Florida
$445K
CCA
702
Clarity Capital Advisors
Florida
$444K
RPC
703
Rossmore Private Capital
Connecticut
$443K
LIA
704
Lynx Investment Advisory
District of Columbia
$440K
MA
705
MCF Advisors
Kentucky
$430K
EWA
706
Exencial Wealth Advisors
Oklahoma
$426K
RIA
707
Regal Investment Advisors
Michigan
$422K
NFP
708
Narus Financial Partners
Utah
$419K
TCMP
709
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K
ST
710
Somerset Trust
Pennsylvania
$414K
AWA
711
Acorn Wealth Advisors
Michigan
$414K
ECM
712
Evergreen Capital Management
Washington
$413K
FI
713
FWG Investments
Kentucky
$412K
APWA
714
Atlas Private Wealth Advisors
New Jersey
$410K
VVP
715
Venture Visionary Partners
Ohio
$409K
CWM
716
Cahaba Wealth Management
Georgia
$407K
GFA
717
Gallagher Fiduciary Advisors
Illinois
$406K
PWP
718
PrairieView Wealth Partners
Illinois
$405K
CIA
719
Cascade Investment Advisors
Oregon
$403K
TI
720
Truepoint Inc
Ohio
$402K
ACA
721
Aptus Capital Advisors
Alabama
$399K
DW30
722
Drucker Wealth 3.0
New Jersey
$399K
GM
723
GeoWealth Management
Illinois
$396K
AFO
724
Allie Family Office
Florida
$396K
WAS
725
Wealth Advisory Solutions
Indiana
$396K