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
SW
751
SMART Wealth
Nebraska
$355K
TPWM
752
Twelve Points Wealth Management
Massachusetts
$354K
PPC
753
Pennington Partners & Co
Maryland
$353K
CA
754
Clearstead Advisors
Ohio
$352K
CFP
755
Curran Financial Partners
South Carolina
$350K
OSNBOA
756
Old Second National Bank of Aurora
Illinois
$350K
MCCP
757
Mission Creek Capital Partners
California
$347K
LC
758
LCNB Corp
Ohio
$346K
SIC
759
Sterling Investment Counsel
New York
$344K
HCM
760
Hengehold Capital Management
Ohio
$343K
AC
761
AlphaCore Capital
California
$342K
BC
762
Brio Consultants
California
$341K
TPWA
763
Twin Peaks Wealth Advisors
California
$340K
AWM
764
Accurate Wealth Management
Florida
$339K
BI
765
Berkeley Inc
Idaho
$338K
SCTC
766
Sanibel Captiva Trust Company
Florida
$335K
FWM
767
Focused Wealth Management
New York
$334K
IC
768
IEQ Capital
California
$333K
SIA
769
Soltis Investment Advisors
Utah
$331K
WMWM
770
Wilkins Miller Wealth Management
Alabama
$331K
CS
771
Capital Square
Tennessee
$331K
MWM
772
Mascagni Wealth Management
Mississippi
$330K
PIA
773
Pinion Investment Advisors
Kansas
$330K
SG
774
Sharper & Granite
California
$329K
GCP
775
Gill Capital Partners
Colorado
$327K