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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$14.4M
SF
177
Symphony Financial
Texas
$14.2M
PA
178
Probity Advisors
Texas
$14.2M
DWM
179
Dogwood Wealth Management
Kansas
$14.1M
MWM
180
Meridian Wealth Management
Kentucky
$14.1M
VBFP
181
Valtinson Bruner Financial Planning
Minnesota
$13.8M
MFA
182
Millington Financial Advisors
Illinois
$13.6M
SI
183
Stephens Inc
Arkansas
$13.5M
CSP
184
Cary Street Partners
Virginia
$13.4M
KAS
185
Kestra Advisory Services
Texas
$13.4M
HPC
186
Hobart Private Capital
North Carolina
$13M
DI
187
Diligent Investors
California
$12.8M
ORG
188
Optimist Retirement Group
Washington
$12.8M
NC
189
NewSquare Capital
Pennsylvania
$12.7M
GIA
190
GHP Investment Advisors
Colorado
$12.6M
FC
191
Financial Council
Maryland
$12.5M
LFG
192
Larson Financial Group
Missouri
$12.4M
Lido Advisors
193
Lido Advisors
California
$12.3M
RWM
194
Reston Wealth Management
Virginia
$12.2M
MPM
195
Meritage Portfolio Management
Kansas
$12M
CF
196
Collier Financial
Colorado
$11.8M
HA
197
Hofer & Associates
California
$11.6M
NECFA
198
New England Capital Financial Advisors
Connecticut
$11.6M
GFG
199
Goldstone Financial Group
Illinois
$11.4M
GWAM
200
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.4M