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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
CPG
901
Cornerstone Planning Group
New Jersey
$65K
FM
902
Family Management
New York
$64.7K
ADL
903
Asset Dedication LLC
California
$61.9K
Russell Investments Group
904
Russell Investments Group
United Kingdom
$61.7K
OIA
905
Optimum Investment Advisors
Illinois
$61.3K
NB
906
NBT Bank
New York
$59.7K
FFC
907
First Financial Corp
Indiana
$59.1K
BA
908
Ballast Advisors
Minnesota
$58.5K
ACA
909
Atlas Capital Advisors
Wyoming
$55.9K
MSWA
910
Marshall & Sterling Wealth Advisors
New York
$55.1K
NFSG
911
Newbridge Financial Services Group
Florida
$54.5K
WIM
912
Westside Investment Management
California
$53.3K
T
913
Transce3nd
Texas
$51.7K
QCG
914
Quadrant Capital Group
Ohio
$51.1K
AIC
915
Archer Investment Corporation
Indiana
$51.1K
GWSA
916
Global Wealth Strategies & Associates
Colorado
$50.8K
PFM
917
Phillips Financial Management
Indiana
$49.7K
BCMLT
918
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K
SC
919
Steph & Co
Wisconsin
$45.2K
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$41K
PFBT
921
Parkside Financial Bank & Trust
Missouri
$38.3K
FIM
922
FWL Investment Management
Texas
$37.5K
NSIM
923
North Star Investment Management
Illinois
$35.6K
LC
924
Lindbrook Capital
California
$35.5K
WTFG
925
Wood Tarver Financial Group
Idaho
$35.5K