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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
RWM
201
Reston Wealth Management
Virginia
$11.6M
PA
202
Probity Advisors
Texas
$11.6M
PWM
203
Power Wealth Management
Georgia
$11.5M
NG
204
Novem Group
New York
$11.4M
VBFP
205
Valtinson Bruner Financial Planning
Minnesota
$11.4M
HPC
206
Hobart Private Capital
North Carolina
$11.1M
FC
207
Financial Council
Maryland
$11.1M
CCFM
208
Clear Creek Financial Management
Washington
$11M
DWM
209
Dogwood Wealth Management
Kansas
$11M
GIA
210
GHP Investment Advisors
Colorado
$11M
NECFA
211
New England Capital Financial Advisors
Connecticut
$10.9M
WI
212
WrapManager Inc
California
$10.7M
SI
213
Stephens Inc
Arkansas
$10.7M
Legacy Financial Group (Iowa)
214
Legacy Financial Group (Iowa)
Iowa
$10.7M
GFG
215
Goldstone Financial Group
Illinois
$10.5M
HA
216
Hofer & Associates
California
$10.5M
CIA
217
Concurrent Investment Advisors
Florida
$10.1M
SC
218
Savant Capital
Illinois
$10.1M
M&T Bank
219
M&T Bank
New York
$9.99M
OHIS
220
Oak Harvest Investment Services
Texas
$9.82M
SSW
221
Stone Summit Wealth
Florida
$9.82M
VA
222
VestGen Advisors
Illinois
$9.7M
GG
223
GenWealth Group
New Jersey
$9.69M
CWM
224
Collaborative Wealth Management
Florida
$9.66M
SGWM
225
Sterling Group Wealth Management
California
$9.59M