SPYV icon

SPDR Portfolio S&P 500 Value ETF

1,002 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, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
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
HFS
976
Hantz Financial Services
Michigan
$7K
RWA
977
Redmont Wealth Advisors
Illinois
$6.89K
EB
978
Eastern Bank
Massachusetts
$6.13K
ACM
979
Anfield Capital Management
California
$6.03K
BBHC
980
Brown Brothers Harriman & Co
New York
$4.85K
TWC
981
TD Waterhouse Canada
Ontario, Canada
$4.37K
VCM
982
Versant Capital Management
Arizona
$4.29K
SWC
983
Spectrum Wealth Counsel
Indiana
$4.09K
SIC
984
SJS Investment Consulting
Ohio
$3.88K
SHIM
985
Stone House Investment Management
Pennsylvania
$3.07K
EWA
986
EverSource Wealth Advisors
Alabama
$2.71K
LAMC
987
Longview Asset Management (California)
California
$2.55K
SAS
988
Spurstone Advisory Services
Connecticut
$2.04K
HB
989
Horizon Bancorp
Indiana
$2K
BMC
990
Bear Mountain Capital
Washington
$1.91K
CAWM
991
Capital A Wealth Management
Pennsylvania
$1.84K
KWM
992
Kiker Wealth Management
Georgia
$1.79K
RDFA
993
Ritter Daniher Financial Advisory
Ohio
$1.74K
LCM
994
Logan Capital Management
Pennsylvania
$1.58K
BIM
995
Breakwater Investment Management
Washington
$1.33K
BL
996
BFSG LLC
California
$1.07K
RWM
997
Rialto Wealth Management
New York
$818
SIC
998
Salem Investment Counselors
North Carolina
$664
TF
999
Tompkins Financial
New York
$562
FCMT
1000
Founders Capital Management (Texas)
Texas
$215