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
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$77.5M
IWM
52
IHT Wealth Management
Illinois
$77M
FFS
53
Founders Financial Securities
Maryland
$72.2M
Wellington Management Group
54
Wellington Management Group
Massachusetts
$68.9M
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$66.9M
KA
56
Klingman & Associates
New York
$66.1M
FHA
57
Flagship Harbor Advisors
Massachusetts
$64.8M
ETC
58
Exchange Traded Concepts
Oklahoma
$62.6M
NB
59
Nicolet Bankshares
Wisconsin
$58.6M
Fidelity Investments
60
Fidelity Investments
Massachusetts
$57.9M
CA
61
CoreCap Advisors
Michigan
$57.3M
IWC
62
Integrated Wealth Concepts
Massachusetts
$57.3M
DWM
63
Diversify Wealth Management
Utah
$57.2M
SFC
64
Strategic Financial Concepts
Texas
$55.4M
CFG
65
Compton Financial Group
Maryland
$55.3M
MML Investors Services
66
MML Investors Services
Massachusetts
$54.4M
Corient Private Wealth
67
Corient Private Wealth
Florida
$54.3M
FWI
68
Facet Wealth Inc
Maryland
$53.4M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$52.8M
WH
70
Whitcomb & Hess
Ohio
$50.1M
CA
71
CGN Advisors
Kansas
$48.7M
NA
72
Nottingham Advisors
New York
$45.8M
CFD
73
Creative Financial Designs
Indiana
$45.7M
MWM
74
Modern Wealth Management
Kansas
$45M
PIA
75
Perennial Investment Advisors
California
$44.3M