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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
RPGK
151
Retirement Planning Group (Kansas)
Kansas
$18M
TFA
152
TPG Financial Advisors
Oregon
$18M
JSW
153
Journey Strategic Wealth
New Jersey
$17.9M
GAG
154
Goodman Advisory Group
Massachusetts
$17.8M
NL
155
Navalign LLC
California
$17.7M
WCM
156
Windsor Capital Management
Arizona
$17.4M
FHC
157
First Heartland Consultants
Missouri
$17.1M
SWP
158
Stratos Wealth Partners
Ohio
$17.1M
FA
159
Freestate Advisors
Kansas
$17M
HBT
160
Hills Bank & Trust
Iowa
$16.6M
SWA
161
SOA Wealth Advisors
New York
$16.6M
BCM
162
Brookstone Capital Management
Illinois
$16.5M
GK
163
Graney & King
New York
$16.4M
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$16.3M
HFS
165
Horizon Financial Services
North Carolina
$16.2M
ARC
166
Advisor Resource Council
Texas
$16M
KPWS
167
Kestra Private Wealth Services
Texas
$15.9M
DC
168
Destiny Capital
Colorado
$15.8M
MPM
169
Meritage Portfolio Management
Kansas
$15.8M
1IA
170
1834 Investment Advisors
Wisconsin
$15.7M
Jones Financial Companies
171
Jones Financial Companies
Missouri
$15.2M
CSP
172
Cary Street Partners
Virginia
$15.2M
ACA
173
Ackerman Capital Advisors
Texas
$15M
LFG
174
Larson Financial Group
Missouri
$14.8M
DAS
175
Diversify Advisory Services
Utah
$14.7M