SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,034 hedge funds and large institutions have $23.8B 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, 437 increasing their positions, 339 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
141
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
ESB
776
Essex Savings Bank
Connecticut
$324K
SWIM
777
Smallwood Wealth Investment Management
New Jersey
$323K
BP
778
Ballentine Partners
Massachusetts
$322K
FCT
779
First Community Trust
Iowa
$322K
HW
780
Hancock Whitney
Mississippi
$321K
WIM
781
WealthPlan Investment Management
Nebraska
$319K
CIBC World Market
782
CIBC World Market
Ontario, Canada
$319K
RFA
783
Reyes Financial Architecture
California
$318K
DAS
784
Dynamic Advisor Solutions
Arizona
$316K
CIA
785
Capital Investment Advisors
Georgia
$313K
HFO
786
Heritage Family Offices
Arizona
$308K
HNB
787
Huntington National Bank
Ohio
$308K
ICP
788
Interchange Capital Partners
Pennsylvania
$304K
Neuberger Berman Group
789
Neuberger Berman Group
New York
$303K
IAIM
790
International Assets Investment Management
Florida
$301K
TP
791
Tranquility Partners
Tennessee
$300K
CA
792
Claro Advisors
Massachusetts
$299K
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K
DC
794
Davenport & Co
Virginia
$296K
SEIA
795
Signature Estate & Investment Advisors
California
$292K
EFG
796
Everhart Financial Group
Ohio
$292K
Russell Investments Group
797
Russell Investments Group
United Kingdom
$289K
PWA
798
Provenance Wealth Advisors
Florida
$288K
S
799
SignatureFD
Georgia
$287K
JFG
800
JMG Financial Group
Illinois
$287K