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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
TCM
1026
Traynor Capital Management
Pennsylvania
GVCM
1027
Global View Capital Management
Wisconsin
PWA
1028
Peterson Wealth Advisors
Utah
MCM
1029
Mainstream Capital Management
California
OAM
1030
Oppenheimer Asset Management
New York
WMWM
1031
Whitaker-Myers Wealth Managers
Ohio
ACI
1032
Alpha Cubed Investments
California
EMAM
1033
Encompass More Asset Management
California
KFS
1034
Kaizen Financial Strategies
California
IWA
1035
Invera Wealth Advisors
Oregon
BAS
1036
Breakthru Advisory Services
Wisconsin
HWMC
1037
Heritage Wealth Management (California)
California
MSFS
1038
Main Street Financial Solutions
Pennsylvania
1WA
1039
180 Wealth Advisors
Washington
SF
1040
Synovus Financial
Georgia
AC
1041
Avestar Capital
New York
QFA
1042
Quantum Financial Advisors
California
Simplex Trading
1043
Simplex Trading
Illinois
QCM
1044
QRG Capital Management
Illinois
WIA
1045
World Investment Advisors
California
AIM
1046
Acropolis Investment Management
Missouri
TCG
1047
Transcendent Capital Group
Oklahoma
VWM
1048
Venturi Wealth Management
Texas
HI
1049
Human Investing
Oregon
SAM
1050
Synergy Asset Management
Washington