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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
SFG
876
Stonebridge Financial Group
Pennsylvania
$126K
CIR
877
Clear Investment Research
Georgia
$121K
National Bank of Canada
878
National Bank of Canada
Quebec, Canada
$120K
NWMP
879
Noble Wealth Management PBC
Colorado
$119K
MMCM
880
Murphy & Mullick Capital Management
New York
$118K
UFAC
881
Urban Financial Advisory Corp
Illinois
$115K
HWA
882
Heritage Wealth Advisors
Virginia
$112K
BFS
883
Bare Financial Services
Pennsylvania
$102K
TCOV
884
Trust Company of Vermont
Vermont
$97.6K
CMP
885
Coston McIsaac & Partners
Maine
$97K
FFWM
886
Future Financial Wealth Management
Ohio
$83.1K
FWA
887
Flagship Wealth Advisors
Massachusetts
$83K
PIS
888
POM Investment Strategies
North Carolina
$82.7K
MSG
889
Main Street Group
Virginia
$82.7K
CTC
890
Central Trust Company
Missouri
$80.8K
PS
891
Pinney & Scofield
Massachusetts
$77.3K
BAM
892
Byrne Asset Management
New Jersey
$77K
MAFA
893
MJT & Associates Financial Advisory
Minnesota
$76.9K
NL
894
NVWM LLC
Pennsylvania
$74.6K
AAP
895
Arax Advisory Partners
Colorado
$73.1K
AWM
896
Abound Wealth Management
Tennessee
$71.9K
CAM
897
Creekmur Asset Management
Illinois
$69.7K
CWM
898
Crowley Wealth Management
Delaware
$67.5K
TIM
899
Thompson Investment Management
Wisconsin
$65.3K
BTI
900
Blue Trust Inc
Georgia
$65.3K