SPYV icon

State Street SPDR Portfolio S&P 500 Value ETF

1,034 hedge funds and large institutions have $23.8B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 437 increasing their positions, 339 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
141
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.94M
Puts
$636K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Windsor Capital Management
Arizona
$19.1M
AG
152
Ascent Group
Virginia
$19.1M
FA
153
Freestate Advisors
Kansas
$19M
NL
154
Navalign LLC
California
$18.9M
PFA
155
Pure Financial Advisors
California
$18.8M
SOS
156
Silver Oak Securities
Tennessee
$18.8M
RPGK
157
Retirement Planning Group (Kansas)
Kansas
$18.6M
SWP
158
Stratos Wealth Partners
Ohio
$18.4M
ML
159
McAdam LLC
Pennsylvania
$18.2M
TFA
160
TPG Financial Advisors
Oregon
$18.2M
CI
161
CX Institutional
Indiana
$17.7M
1IA
162
1834 Investment Advisors
Wisconsin
$17.4M
KPWS
163
Kestra Private Wealth Services
Texas
$16.4M
BCM
164
Brookstone Capital Management
Illinois
$16.3M
GLR
165
Great Lakes Retirement
Ohio
$15.9M
AF
166
Abound Financial
California
$15.8M
IA
167
IFG Advisory
Georgia
$15.6M
VCP
168
Verus Capital Partners
Arizona
$15.4M
RF
169
rebel Financial
Ohio
$15.3M
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$15.2M
NG
171
Novem Group
New York
$15M
PWM
172
Power Wealth Management
Georgia
$14.5M
SIG
173
Sargent Investment Group
Maryland
$14.5M
AWM
174
Atticus Wealth Management
Florida
$14.5M
KWM
175
Kingsview Wealth Management
Oregon
$14.4M