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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
LWMI
926
Legacy Wealth Management (Idaho)
Idaho
$35.1K
SSB
927
Sandy Spring Bank
Maryland
$34.8K
GC
928
Garde Capital
Washington
$33.5K
SS
929
Sunbelt Securities
Texas
$32.1K
CWC
930
Carolinas Wealth Consulting
North Carolina
$32K
FAM
931
Flaharty Asset Management
Florida
$31.5K
PMFA
932
Plante Moran Financial Advisors
Michigan
$30.9K
PPC
933
Park Place Capital
Alabama
$30.5K
Barclays
934
Barclays
United Kingdom
$30K
VWA
935
VSM Wealth Advisory
Maryland
$29.5K
TSMHT
936
Thurston Springer Miller Herd & Titak
Indiana
$29.2K
FDCP
937
Foster Dykema Cabot & Partners
Massachusetts
$29.1K
HT
938
Headlands Technologies
Illinois
$28.7K
PA
939
Pineridge Advisors
Missouri
$28.3K
BCWM
940
Bartlett & Co Wealth Management
Ohio
$27.8K
AT
941
Arlington Trust
Alabama
$27.3K
OWP
942
ORG Wealth Partners
Texas
$25.3K
OW
943
Olistico Wealth
Oklahoma
$25.1K
EF
944
Elite Financial
Idaho
$25K
CFO
945
CVA Family Office
Colorado
$24.5K
SIS
946
Sound Income Strategies
Florida
$23.4K
TIM
947
Tortoise Investment Management
New York
$22K
HFM
948
Hartford Financial Management
Connecticut
$21.4K
Kayne Anderson Rudnick Investment Management
949
Kayne Anderson Rudnick Investment Management
California
$20.6K
GPFA
950
Game Plan Financial Advisors
Ohio
$19.2K