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SPDR Portfolio S&P 500 Value ETF

1,003 hedge funds and large institutions have $21.7B invested in 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
WAS
851
Winch Advisory Services
Wisconsin
$206K
HFS
852
Hopwood Financial Services
Virginia
$205K
DCM
853
Delta Capital Management
New Jersey
$204K
GWS
854
Glassman Wealth Services
Virginia
$196K
CBT
855
Crews Bank & Trust
Florida
$195K
MFT
856
Moisand Fitzgerald Tamayo
Florida
$189K
RIL
857
Rothschild Investment LLC
Illinois
$181K
BLC
858
Brown, Lisle/Cummings
Rhode Island
$176K
LI
859
LRI Investments
Florida
$173K
TWM
860
Topsail Wealth Management
North Carolina
$167K
HR
861
Howe & Rusling
New York
$166K
EWM
862
Evermay Wealth Management
Virginia
$165K
PP
863
PrairieView Partners
Minnesota
$159K
AG
864
AmeriFlex Group
Nevada
$159K
SAM
865
Smartleaf Asset Management
Massachusetts
$159K
SS
866
SBI Securities
Japan
$155K
AA
867
Ancora Advisors
Ohio
$154K
POIA
868
Pin Oak Investment Advisors
Texas
$153K
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K
DWM
870
Darwin Wealth Management
Florida
$147K
ITIM
871
Indiana Trust & Investment Management
Indiana
$147K
CT
872
Colonial Trust
South Carolina
$142K
VBA
873
von Borstel & Associates
Oregon
$141K
BF
874
BOK Financial
Oklahoma
$138K
OA
875
Operose Advisors
Wisconsin
$137K