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
VR
851
Valued Retirements
Texas
$242K
PW
852
PUREfi Wealth
Massachusetts
$241K
JWA
853
JFS Wealth Advisors
Pennsylvania
$241K
LA
854
LexAurum Advisors
Kansas
$239K
PFM
855
Phillips Financial Management
Indiana
$239K
GFG
856
Grantvest Financial Group
New Jersey
$239K
KFS
857
Kaizen Financial Strategies
California
$236K
BRWA
858
B. Riley Wealth Advisors
Florida
$236K
HCMG
859
Howard Capital Management Group
California
$236K
SLC
860
Second Line Capital
Louisiana
$235K
DCM
861
Donaldson Capital Management
Indiana
$232K
FWM
862
Forza Wealth Management
Florida
$230K
M1FG
863
Mach-1 Financial Group
Arkansas
$230K
IAS
864
Integrity Advisory Solutions
Texas
$230K
NA
865
Note Advisors
New York
$229K
WA
866
Wealth Alliance
New York
$229K
IWB
867
Innovative Wealth Building
Maryland
$229K
TH
868
TCTC Holdings
Texas
$228K
WI
869
Westbourne Investments
Virginia
$228K
PFA
870
Providence Financial Advisors
Kansas
$228K
BCA
871
Bay Colony Advisors
Massachusetts
$226K
VC
872
Veracity Capital
Georgia
$226K
HFS
873
Hopwood Financial Services
Virginia
$222K
CFP
874
Cascade Financial Partners
California
$221K
DCM
875
Delta Capital Management
New Jersey
$221K