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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
ATWA
276
Arbor Trust Wealth Advisors
Michigan
$6.39M
SWM
277
Spire Wealth Management
Virginia
$6.29M
EFH
278
Eaton Financial Holdings
Florida
$6.22M
Koshinski Asset Management
279
Koshinski Asset Management
Illinois
$6.21M
OAM
280
Occidental Asset Management
California
$6.15M
CCAL
281
City Center Advisors LLC
Michigan
$6.09M
TC
282
TAGStone Capital
North Carolina
$6.08M
FIA
283
Foundations Investment Advisors
Arizona
$5.96M
IWP
284
IAG Wealth Partners
Wisconsin
$5.96M
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$5.91M
CAM
286
Cozad Asset Management
Illinois
$5.91M
BFG
287
Buttonwood Financial Group
Missouri
$5.78M
Citadel Advisors
288
Citadel Advisors
Florida
$5.77M
CFG
289
Cooper Financial Group
California
$5.77M
HI
290
Harbour Investments
Wisconsin
$5.74M
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$5.7M
DWM
292
DecisionMap Wealth Management
Virginia
$5.7M
VA
293
VestGen Advisors
Illinois
$5.62M
BBA
294
Braun-Bostich & Associates
Pennsylvania
$5.59M
SGWM
295
Sterling Group Wealth Management
California
$5.57M
HFW
296
Horizon Family Wealth
Illinois
$5.45M
BAM
297
Belpointe Asset Management
Nevada
$5.44M
FCA
298
Fortis Capital Advisors
Kansas
$5.44M
JFA
299
JNBA Financial Advisors
Minnesota
$5.43M
AMG
300
Asset Management Group
Connecticut
$5.21M