SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,003 hedge funds and large institutions have $21.7B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 447 increasing their positions, 339 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
170
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$1.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
826
JFS Wealth Advisors
Pennsylvania
$236K
GA
827
Goldstein Advisors
Wisconsin
$233K
PWP
828
Principle Wealth Partners
Connecticut
$232K
GFG
829
Grantvest Financial Group
New Jersey
$230K
CAM
830
Costello Asset Management
Pennsylvania
$230K
APWA
831
Atlas Private Wealth Advisors
New Jersey
$230K
AC
832
Apella Capital
Connecticut
$226K
NCM
833
Northwest Capital Management
Oregon
$224K
TCA
834
Trifecta Capital Advisors
Illinois
$223K
VNA
835
Valley National Advisers
Pennsylvania
$222K
IAS
836
Insigneo Advisory Services
Florida
$221K
LA
837
LexAurum Advisors
Kansas
$221K
WCFA
838
Walkner Condon Financial Advisors
Wisconsin
$220K
AWAG
839
ARS Wealth Advisors Group
Florida
$218K
HCMG
840
Howard Capital Management Group
California
$218K
MIM
841
Marshall Investment Management
Colorado
$218K
DCM
842
Donaldson Capital Management
Indiana
$217K
CIA
843
Choate Investment Advisors
Massachusetts
$215K
FWM
844
Forza Wealth Management
Florida
$213K
ZI
845
ZEGA Investments
Florida
$209K
SBIA
846
Sheaff Brock Investment Advisors
Indiana
$209K
SLC
847
Second Line Capital
Louisiana
$208K
VC
848
Veracity Capital
Georgia
$208K
AP
849
Atwood & Palmer
Missouri
$208K
VIM
850
Vista Investment Management
Pennsylvania
$206K