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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
DI
176
Diligent Investors
California
$14.6M
PCIA
177
Prime Capital Investment Advisors
Kansas
$14.5M
GLR
178
Great Lakes Retirement
Ohio
$14.3M
SIG
179
Sargent Investment Group
Maryland
$14.3M
EFH
180
Eaton Financial Holdings
Florida
$14.2M
MFG
181
Merit Financial Group
Georgia
$14M
SOS
182
Silver Oak Securities
Tennessee
$14M
AWM
183
Atticus Wealth Management
Florida
$13.8M
ML
184
McAdam LLC
Pennsylvania
$13.7M
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13.5M
KWM
186
Kingsview Wealth Management
Oregon
$13.3M
CI
187
CX Institutional
Indiana
$13.2M
SFP
188
Strategic Financial Partners
Oregon
$13.2M
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$13.2M
AF
190
Abound Financial
California
$13.1M
CF
191
CBM Financial
Texas
$13M
MWM
192
Meridian Wealth Management
Kentucky
$13M
MFA
193
Millington Financial Advisors
Illinois
$12.8M
VCP
194
Verus Capital Partners
Arizona
$12.7M
SF
195
Summit Financial
New Jersey
$12.2M
ORG
196
Optimist Retirement Group
Washington
$11.9M
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$11.9M
Nomura Asset Management
198
Nomura Asset Management
Japan
$11.9M
NC
199
NewSquare Capital
Pennsylvania
$11.7M
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$11.7M