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SPDR Portfolio S&P 500 Value ETF
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Overview Fund Activity

1,001 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, 446 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
13.6%
Holding in Top 10
170
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.68%
% of All Funds
2.31%
New
75
Increased
446
Reduced
338
Closed
64
Calls
$13.1M
Puts
$1.41M
Net Calls
+$11.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$140M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
3
LPL Financial
LPL Financial
California
+$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.5M
5
DWM
Dynasty Wealth Management
Florida
+$55.3M

Top Sellers

1
AF
Allworth Financial
California
-$203M
2
IAA
Independent Advisor Alliance
North Carolina
-$77.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48.5M
5
HI
Horizon Investments
North Carolina
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
126
Visionary Horizons
Tennessee
$22.7M -$1.22M -23,924 -5%
SFP
127
Shepherd Financial Partners
Massachusetts
$22.7M +$22.7M +444,575 New
LFPWM
128
Leicht Financial Planning & Wealth Management
New Jersey
$22.5M +$393K +7,699 +2%
AAS
129
Avantax Advisory Services
Texas
$22.3M +$4.43M +86,760 +25%
MSRI
130
Michael S. Ryan Inc
New York
$22.1M -$1.64M -32,064 -7%
SW
131
SkyOak Wealth
Michigan
$21.5M +$981K +19,217 +5%
WF
132
Williams Financial
Vermont
$21.3M -$14.9M -291,311 -41%
MWM
133
MBE Wealth Management
Wisconsin
$21M -$2.35M -45,987 -10%
AA
134
Alesco Advisors
New York
$20.7M -$306K -5,984 -1%
ICMM
135
Integrated Capital Management (Michigan)
Michigan
$20.5M +$395K +7,730 +2%
VWA
136
Visionary Wealth Advisors
Illinois
$20.4M +$1.1M +21,533 +6%
HC
137
Hamilton Capital
Ohio
$20.3M +$355K +6,943 +2%
AG
138
Ascent Group
Virginia
$20.2M +$19.6M +383,440 +3,269%
PW
139
Potentia Wealth
California
$19.9M +$474K +9,291 +2%
Truist Financial
140
Truist Financial
North Carolina
$19.6M +$985K +19,294 +5%
FTS
141
Fifth Third Securities
Ohio
$19M +$937K +18,339 +5%
SWM
142
SilverOak Wealth Management
Minnesota
$18.9M +$1.09M +21,356 +6%
CG
143
Cynosure Group
Utah
$18.8M +$2.13M +41,640 +13%
CWM
144
CarsonAllaria Wealth Management
Illinois
$18.7M +$242K +4,741 +1%
LGW
145
Leslie Global Wealth
Illinois
$18.6M +$644K +12,608 +4%
MOS
146
MGO One Seven
Ohio
$18.4M -$1.15M -22,495 -6%
MD
147
Money Design
Japan
$18.4M -$236K -4,615 -1%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$18.3M +$72.7K +1,423 +0.4%
PFA
149
Pure Financial Advisors
California
$18.1M -$413K -8,081 -2%
WAOI
150
Wealth Advisors of Iowa
Iowa
$18M +$1.21M +23,765 +7%
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