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State Street SPDR Portfolio S&P 500 Value ETF

1,046 hedge funds and large institutions have $25B 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, 441 increasing their positions, 344 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
143
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
GWSG
276
GPS Wealth Strategies Group
Colorado
$6.63M
TC
277
Trilogy Capital
California
$6.62M
IPW
278
Intergy Private Wealth
Colorado
$6.55M
GWP
279
Gateway Wealth Partners
Wisconsin
$6.47M
ATWA
280
Arbor Trust Wealth Advisors
Michigan
$6.39M
SWM
281
Spire Wealth Management
Virginia
$6.29M
EFH
282
Eaton Financial Holdings
Florida
$6.22M
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$6.21M
OAM
284
Occidental Asset Management
California
$6.15M
CCAL
285
City Center Advisors LLC
Michigan
$6.09M
TC
286
TAGStone Capital
North Carolina
$6.08M
FIA
287
Foundations Investment Advisors
Arizona
$5.96M
IWP
288
IAG Wealth Partners
Wisconsin
$5.96M
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$5.91M
CAM
290
Cozad Asset Management
Illinois
$5.91M
BFG
291
Buttonwood Financial Group
Missouri
$5.78M
Citadel Advisors
292
Citadel Advisors
Florida
$5.77M
CFG
293
Cooper Financial Group
California
$5.77M
HI
294
Harbour Investments
Wisconsin
$5.74M
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$5.7M
DWM
296
DecisionMap Wealth Management
Virginia
$5.7M
VA
297
VestGen Advisors
Illinois
$5.62M
BBA
298
Braun-Bostich & Associates
Pennsylvania
$5.59M
SGWM
299
Sterling Group Wealth Management
California
$5.57M
HFW
300
Horizon Family Wealth
Illinois
$5.45M